| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.5M | 32.1% | |
| Dental | $1.5M | 32.1% | |
| Vision | $1.5M | 32.1% | |
| Other | $85K | 1.8% | |
| Life | $65K | 1.4% | |
| Long-term disability | $21K | 0.4% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $1.5M | 94.6% | 1 | 1 | 305 |
EIN 362739571 | LOth | $65K | 4.1% | 1 | 1 | 217 |
EIN 390509570 | LTDOth | $21K | 1.3% | 1 | 1 | 74 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | LA JOLLA, CA | UNITEDHEALTHCARE INSURANCE COMPANY, UNIMERICA LIFE INSURANCE COMPANY | $94K | $0 | $94K | 96.3% | 1 |
| JAMES D. CHESNEY | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $1K | $300 | $1K | 1.5% | 1 |
| CANDACE H. BERKMAN | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $1K | $300 | $1K | 1.5% | 1 |
| TOM STEWART IN SOL INC | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $495 | $59 | $554 | 0.6% | 1 |
| ISAAC SHAINBLUM | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $50 | $12 | $62 | 0.1% | 1 |
| BURNHAM BENEFITS INSURANCE SERVICES | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $50 | $12 | $62 | 0.1% | 1 |