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Sponsor portfolioWelfare / HealthEIN 27-3338894
AMERICAN ASSETS TRUST
3420 CARMEL MOUNTAIN ROAD · SAN DIEGO, CA 92130
8583502600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
366
No prior year
Total participants
242
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 |
|---|---|---|---|
| Other | $3.1M | 20.4% | |
| Health | $2.8M | 18.7% | |
| Dental | $2.8M | 18.7% | |
| Vision | $2.8M | 18.7% | |
| Prescription drug | $2.8M | 18.7% | |
| Life | $238K | 1.6% | |
| Short-term disability | $238K | 1.6% | |
| Long-term disability | $238K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxDVOth | $2.8M | 91.7% | 1 | 1 | 366 |
EIN 350980405 | LSTDLTDOth | $238K | 7.7% | 1 | 1 | 242 |
EIN 421338303 | Oth | $18K | 0.6% | 1 | 1 | 136 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVOCATE, INC. | NEW YORK, NY | ARAG INSURANCE COMPANY | $2K | $0 | $2K | 100.0% | 1 |
History & trajectory
11 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