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Sponsor portfolioWelfare / HealthEIN 33-0782809
THE RAYMOND GROUP
520 WEST WALNUT AVENUE · ORANGE, CA 92868
7147717670
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$442K
No prior year
Persons covered
160
No prior year
Total participants
135
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 |
|---|---|---|---|
| Other | $423K | 55.6% | |
| Short-term disability | $125K | 16.4% | |
| Life | $106K | 14.0% | |
| Long-term disability | $106K | 14.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 473938530 | Oth | $317K | 71.7% | 1 | 1 | 28 |
EIN 221211670 | LSTDLTDOth | $106K | 24.0% | 1 | 1 | 160 |
EIN 620331200 | STD | $19K | 4.3% | 1 | 2 | 7 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVOCATE, INC. | NEW YORK, NY | PRUDENTIAL INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, ARMADA CARE | $21K | $61 | $21K | 78.3% | 1 |
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | PRUDENTIAL INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $3K | $5K | 17.8% | 1 |
| COMPSYCH | CHICAGO, IL | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 3.8% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $30 | $30 | 0.1% | 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