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Sponsor portfolioWelfare / HealthEIN 30-0774039
ASSETMARK FINANCIAL HOLDINGS, INC.
1655 GRANT STREET, 10TH FLOOR · CONCORD, CA 94520
6026201812
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$637K
No prior year
Persons covered
1,910
No prior year
Total participants
1,180
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 | $637K | 34.0% | |
| Life | $617K | 33.0% | |
| Long-term disability | $617K | 33.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $617K | 96.9% | 1 | 1 | 1,118 |
EIN 861465626 | Oth | $20K | 3.1% | 1 | 1 | 1,910 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $62K | $0 | $62K | 100.0% | 1 |
History & trajectory
4 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