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Sponsor portfolioWelfare / HealthEIN 33-0106028

SHARP REES-STEALY MEDICAL GROUP INC

5651 COPLEY DRIVE, SUITE A · SAN DIEGO, CA 92111
8582626070
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$12.9M
No prior year
Persons covered
1,736
No prior year
Total participants
1,089
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$12.9M
SHARP REES STEALY MEDICAL GROUP HEALTH AND WELFARE PLAN
Fully insured1,736 covered·5 carriers
Primary: SHARP HEALTH PLAN
Plan #506$0
SHARP REES STEALY MEDICAL GROUP FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$11.0M31.6%
Health$10.9M31.4%
Prescription drug$10.9M31.4%
Long-term disability$1.1M3.3%
Dental$760K2.2%
Life$45K0.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SHARP HEALTH PLAN
EIN 330519730
HRxOth
$10.9M84.2%111,736
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$1.2M9.3%13690
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$760K5.9%111,074
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$64K0.5%11436
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$17K0.1%11715

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAAETNA LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$161K$13K$174K100.0%1

History & trajectory

11 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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