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Sponsor portfolioWelfare / HealthEIN 33-0467759
WILSON TURNER KOSMO LLP
402 WEST BROADWAY · SAN DIEGO, CA 92101
6199778798
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$157K
No prior year
Persons covered
195
No prior year
Total participants
130
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 |
|---|---|---|---|
| Dental | $157K | 20.0% | |
| Vision | $157K | 20.0% | |
| Life | $157K | 20.0% | |
| Long-term disability | $157K | 20.0% | |
| Other | $157K | 20.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | DVLLTDOth | $157K | 100.0% | 1 | 1 | 195 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAYCHEX INSURANCE AGENCY, INC. | ROCHESTER, NY | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $1K | $12K | 58.2% | 1 |
| CENTRO BENEFITS RESEARCH LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 26.1% | 1 |
| GARRY L JOHNSON & ASSOCIATES INC | MESA, AZ | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 15.6% | 1 |
History & trajectory
2 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