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Sponsor portfolioWelfare / HealthEIN 33-0404480
KIMBALL, TIREY AND ST. JOHN LLP
7676 HAZARD CENTER DRIVE · SAN DIEGO, CA 921084515
6192341690
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
416
No prior year
Total participants
360
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 | $3.2M | 39.7% | |
| Prescription drug | $3.2M | 39.5% | |
| Dental | $670K | 8.2% | |
| Vision | $670K | 8.2% | |
| Life | $131K | 1.6% | |
| Other | $131K | 1.6% | |
| Short-term disability | $58K | 0.7% | |
| Long-term disability | $40K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953402799 | HRxDV | $3.0M | 88.4% | 1 | 2 | 416 |
EIN 910511770 | HRx | $224K | 6.6% | 1 | 2 | 22 |
EIN 010278678 | LLTDOth | $112K | 3.3% | 1 | 2 | 204 |
EIN 822723296 | LSTDOth | $58K | 1.7% | 1 | 1 | 57 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LUNDY INSURANCE SERVICES | KUNA, ID | UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH, INC., KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, KAISER FOUNDATION HEALTH PLAN INC., AETNA LIFE INSURANCE COMPANY | $189K | $0 | $189K | 76.2% | 1 |
| AMWINS | SAN MATEO, CA | AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY | $51K | $0 | $51K | 20.3% | 1 |
| VARIOUS - SEE ATTACHED | COLUMBUS, GA | AFLAC | $9K | $71 | $9K | 3.5% | 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