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Sponsor portfolioWelfare / HealthEIN 36-4431179
KELLERMEYER BERGENSONS SERVICES LLC
3605 OCEAN RANCH BOULEVARD · OCEANSIDE, CA 92056
8005371375
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$957K
No prior year
Persons covered
16,314
No prior year
Total participants
15,600
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 | $746K | 31.0% | |
| Life | $621K | 25.8% | |
| Long-term disability | $621K | 25.8% | |
| Health | $210K | 8.7% | |
| Prescription drug | $210K | 8.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $621K | 64.9% | 1 | 1 | 16,314 |
EIN 941340523 | HRx | $210K | 22.0% | 1 | 1 | 29 |
EIN 410451140 | Oth | $120K | 12.6% | 1 | 1 | 436 |
EIN 954331852 | Oth | $5K | 0.6% | 1 | 1 | 1,600 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | PASADENA, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., RELIASTAR LIFE INSURANCE COMPANY | $83K | $11K | $95K | 100.0% | 1 |
History & trajectory
10 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