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Sponsor portfolioWelfare / HealthEIN 34-1650967
NEOLOGY, INC HEALTH AND WELFARE PLAN
1917 PALOMAR OAKS WAY SUITE#110 · CARLSBAD, CA 92008
8583910260
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
446
No prior year
Total participants
384
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.7M | 58.5% | |
| Dental | $505K | 8.0% | |
| Vision | $505K | 8.0% | |
| Life | $505K | 8.0% | |
| Short-term disability | $505K | 8.0% | |
| Long-term disability | $505K | 8.0% | |
| Other | $102K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | H | $3.5M | 81.5% | 1 | 1 | 361 |
EIN 420127290 | DVLSTDLTD | $505K | 11.7% | 1 | 1 | 446 |
EIN 910511770 | H | $191K | 4.4% | 1 | 1 | 28 |
EIN 135581829 | Oth | $102K | 2.4% | 1 | 4 | 189 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN DIEGO, CA | METROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, PRINCIPAL LIFE INSURANCE COMPANY | $107K | $194K | $301K | 80.3% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $7K | $31K | $38K | 10.1% | 1 |
| ROGERS BENEFIT GROUP INC | PHOENIX, AZ | CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY | -$258 | $36K | $36K | 9.6% | 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