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Sponsor portfolioWelfare / HealthEIN 27-1822053

NORTHWEST SURGICAL DEVELOPMENT COMPANY, INC.

65 ENTERPRISE, SUITE 125 · ALISO VIEJO, CA 92656
9496009934
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
281
No prior year
Total participants
227
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
NORTHWEST SURGICAL DEVELOPMENT, INC HEALTH AND WELFARE BENEFIT PLAN
Fully insured281 covered·3 carriers
Primary: ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M31.9%
Prescription drug$1.5M31.9%
Dental$285K6.0%
Vision$285K6.0%
Life$285K6.0%
Short-term disability$285K6.0%
Long-term disability$285K6.0%
Other$285K6.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.
EIN 840747736
HRx
$1.5M84.1%11281
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
DVLSTDLTDOth
$285K15.9%11176
VISION SERVICE PLAN
EIN 941632821
$00.0%110

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$74K$0$74K58.3%1
BLEUCHIP SOLUTIONS LLCOKLAHOMA CITY, OKROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC., VISION SERVICE PLAN, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$30K$0$30K23.8%1
ASSUREDPARTNERSBLUE BELL, PAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$13K$13K10.2%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.$0$8K$8K6.2%1
THE WORKSITE GROUP LLCCOLUMBUS, OHEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K1.5%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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