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Sponsor portfolioWelfare / HealthEIN 33-0032400
FINANCIAL STATEMENT SERVICES, INC.
3300 S. FAIRVIEW STREET · SANTA ANA, CA 92704
7144363300
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
394
No prior year
Total participants
216
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 | $3.5M | 45.4% | |
| Prescription drug | $3.5M | 45.4% | |
| Dental | $207K | 2.7% | |
| Short-term disability | $124K | 1.6% | |
| Long-term disability | $124K | 1.6% | |
| Other | $115K | 1.5% | |
| Life | $108K | 1.4% | |
| Vision | $30K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $3.5M | 90.6% | 1 | 1 | 394 |
EIN 591031071 | D | $207K | 5.3% | 1 | 1 | 202 |
EIN 410451140 | LSTDLTDOth | $108K | 2.8% | 1 | 1 | 320 |
EIN 941632821 | V | $30K | 0.8% | 1 | 1 | 200 |
EIN 010278678 | STDLTD | $15K | 0.4% | 1 | 1 | 11 |
EIN 953943478 | Oth | $6K | 0.2% | 1 | 1 | 213 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | HOLMAN PROFESSIONAL COUNSELING CENTERS, VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $35K | $145K | $180K | 84.4% | 1 |
| RSC INSURANCE BROKERAGE INC | CHICAGO, IL | VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $33K | $0 | $33K | 15.5% | 1 |
| ENROLLEASE | LAS VEGAS, NV | VISION SERVICE PLAN | $125 | $0 | $125 | 0.1% | 1 |
History & trajectory
10 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