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Sponsor portfolioWelfare / HealthEIN 33-0053899
CHARLES ABBOTT ASSOCIATES, INC.
27201 PUERTA REAL · MISSION VIEJO, CA 92691
9493672850
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
180
No prior year
Total participants
182
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 | $2.7M | 38.2% | |
| Prescription drug | $2.7M | 38.2% | |
| Dental | $337K | 4.7% | |
| Vision | $337K | 4.7% | |
| Life | $337K | 4.7% | |
| Short-term disability | $337K | 4.7% | |
| Long-term disability | $337K | 4.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $2.7M | 89.1% | 1 | 1 | 179 |
EIN 930242990 | DVLSTDLTD | $337K | 10.9% | 1 | 1 | 180 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | CONCORD, CA | STANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $226K | $10K | $236K | 100.0% | 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