Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 33-0427993
AERIES SOFTWARE INC
d/b/a EAGLE SOFTWARE
770 THE CITY DRIVE SOUTH · ORANGE, CA 928684923
8884877555
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
255
No prior year
Total participants
109
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 | $1.7M | 46.9% | |
| Prescription drug | $1.7M | 46.9% | |
| Dental | $135K | 3.8% | |
| Life | $34K | 0.9% | |
| Other | $34K | 0.9% | |
| Vision | $19K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.3M | 70.7% | 1 | 1 | 210 |
EIN 941340523 | HRx | $361K | 19.3% | 1 | 1 | 53 |
EIN 135581829 | D | $135K | 7.2% | 1 | 1 | 255 |
EIN 391263473 | LOth | $34K | 1.8% | 1 | 1 | 78 |
EIN 941632821 | V | $19K | 1.0% | 1 | 1 | 2 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENEFIT CONCEPTS INS AGENCY, INC | LAGUNA HILLS, CA | METROPOLITAN LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE, VISION SERVICES PLAN, KAISER FOUNDATION HEALTH PLAN, INC. | $52K | $0 | $52K | 46.7% | 1 |
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | METROPOLITAN LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE, HUMANA INSURANCE COMPANY, VISION SERVICES PLAN, KAISER FOUNDATION HEALTH PLAN, INC. | $42K | $0 | $42K | 38.0% | 1 |
| AMWINS | SANTA ANA, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $8K | $695 | $9K | 8.1% | 1 |
| TIMOTHY SWEANY | LAGUNA HILLS, CA | HUMANA INSURANCE COMPANY | $3K | $0 | $3K | 2.8% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $872 | $3K | 2.7% | 1 |
| ENROLLEASE | LAS VEGAS, NV | METROPOLITAN LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY, VISION SERVICES PLAN | $682 | $1K | $2K | 1.6% | 1 |
| EMPLOYEE NAVIGATOR, LLC | BETHESDA, MD | VISION SERVICES PLAN | $34 | $0 | $34 | 0.0% | 1 |
History & trajectory
3 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