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Sponsor portfolioWelfare / HealthEIN 27-3472079

PHILO, INC.

225 GREEN STREET · SAN FRANCISCO, CA 94111
4084186457
Plans filed
2
Years active
2023–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$860K
No prior year
Persons covered
167
No prior year
Total participants
170
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$860K
PHILO HEALTH AND WELFARE PLAN
Fully insured167 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC
Plan #502$0
PHILO, INC. MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$575K22.3%
Prescription drug$575K22.3%
Dental$286K11.1%
Vision$286K11.1%
Life$286K11.1%
Long-term disability$286K11.1%
Other$286K11.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$575K66.8%1175
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$286K33.2%11167

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFITS AMERICA INSURANCE SERVICESNEWPORT BEACH, CAKAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$41K$4K$45K62.0%1
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAKAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$21K$0$21K28.5%1
BEERE & PURVES INCWALNUT CREEK, CAKAISER FOUNDATION HEALTH PLAN INC$7K$0$7K9.4%1

History & trajectory

3 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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