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Sponsor portfolioWelfare / HealthEIN 33-0947643
ROTH CAPITAL PARTNERS, LLC
888 SAN CLEMENTE DRIVE, SUITE 400 · NEWPORT BEACH, CA 92660
9497205700
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
410
No prior year
Total participants
225
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 | $3.4M | 44.8% | |
| Prescription drug | $3.4M | 44.8% | |
| Dental | $243K | 3.2% | |
| Vision | $239K | 3.1% | |
| Life | $102K | 1.3% | |
| Long-term disability | $102K | 1.3% | |
| Other | $102K | 1.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $3.4M | 90.8% | 1 | 1 | 410 |
EIN 135581829 | DV | $239K | 6.4% | 1 | 1 | 330 |
EIN 350472300 | LLTDOth | $102K | 2.7% | 1 | 1 | 219 |
EIN 952879515 | D | $4K | 0.1% | 1 | 1 | 26 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $209K | $5K | $214K | 100.0% | 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