Sponsor portfolioWelfare / HealthEIN 33-0185759
TOWARD MAXIMUM INDEPENDENCE
4740 MURPHY CANYON ROAD, SUITE 300 · SAN DIEGO, CA 92123
8584670600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
359
No prior year
Total participants
361
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 | $1.5M | 45.4% | |
| Prescription drug | $1.5M | 45.4% | |
| Dental | $149K | 4.4% | |
| Other | $65K | 1.9% | |
| Long-term disability | $59K | 1.7% | |
| Life | $37K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $1.5M | 84.9% | 1 | 1 | 157 |
EIN 954331852 | D | $149K | 8.2% | 1 | 1 | 188 |
EIN 470322111 | LLTDOth | $124K | 6.8% | 1 | 6 | 359 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $85K | $6K | $91K | 100.0% | 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