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Sponsor portfolioWelfare / HealthEIN 33-0051418
NEWMEYER & DILLION, LLP
895 DOVE STREET, 5TH FLOOR · NEWPORT BEACH, CA 92660
9492717347
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
95
No prior year
Total participants
96
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 | $988K | 39.8% | |
| Prescription drug | $988K | 39.8% | |
| Life | $131K | 5.3% | |
| Dental | $113K | 4.6% | |
| Vision | $113K | 4.6% | |
| Long-term disability | $113K | 4.6% | |
| Short-term disability | $18K | 0.7% | |
| Other | $18K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $919K | 82.1% | 1 | 1 | 67 |
EIN 420127290 | DVLLTD | $113K | 10.1% | 1 | 1 | 95 |
EIN 941340523 | HRx | $69K | 6.1% | 1 | 1 | 6 |
EIN 822723296 | LSTDOth | $18K | 1.6% | 1 | 1 | 15 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TAX & FINANCIAL GROUP BENEFITS | NEWPORT BEACH, CA | ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN INC., PRINCIPAL LIFE INSURANCE COMPANY | $72K | $3K | $75K | 71.3% | 1 |
| AMWINS | SANTA ANA, CA | ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN INC., PRINCIPAL LIFE INSURANCE COMPANY | $573 | $28K | $28K | 26.9% | 1 |
| VARIOUS - SEE ATTACHED | COLUMBUS, GA | AFLAC | $2K | $23 | $2K | 1.9% | 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