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Sponsor portfolioWelfare / HealthEIN 27-2992654
KAJABI LLC
400 SPECTRUM CENTER DR · IRVINE, CA 92618
8554525224
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
656
No prior year
Total participants
169
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.9M | 65.1% | |
| Life | $399K | 8.9% | |
| Other | $399K | 8.9% | |
| Dental | $266K | 5.9% | |
| Prescription drug | $191K | 4.3% | |
| Short-term disability | $133K | 3.0% | |
| Long-term disability | $133K | 3.0% | |
| Vision | $39K | 0.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $2.7M | 81.1% | 1 | 1 | 656 |
EIN 420127290 | DLOth | $266K | 7.9% | 1 | 1 | 418 |
EIN 941340523 | HRx | $195K | 5.8% | 1 | 3 | 30 |
EIN 060838648 | LSTDLTDOth | $133K | 4.0% | 1 | 1 | 158 |
EIN 941632821 | V | $39K | 1.2% | 1 | 1 | 153 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | SAN FRANCISCO, CA | VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT | $129K | $8K | $136K | 90.9% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | KAISER FOUNDATION HEALTH PLAN, INC., PRINCIPAL LIFE INSURANCE COMPANY | $4K | $12K | $15K | 10.2% | 1 |
| DAVID PARR | SAN RAFAEL, CA | KAISER FOUNDATION HEALTH PLAN, INC., HARTFORD LIFE AND ACCIDENT | -$2K | $0 | -$2K | -1.1% | 1 |
History & trajectory
5 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