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Sponsor portfolioWelfare / HealthEIN 42-1706595
FAGEN FRIEDMAN & FULFROST, LLP
6300 WILSHIRE BLVD. · LOS ANGELES, CA 90048
3233306300
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$3.6M
No prior year
Persons covered
324
No prior year
Total participants
151
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 | $3.2M | 41.3% | |
| Prescription drug | $2.2M | 28.6% | |
| Dental | $388K | 5.0% | |
| Vision | $388K | 5.0% | |
| Life | $388K | 5.0% | |
| Short-term disability | $388K | 5.0% | |
| Long-term disability | $388K | 5.0% | |
| Other | $388K | 5.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.2M | 61.7% | 1 | 1 | 180 |
EIN 941340523 | H | $953K | 26.6% | 1 | 2 | 55 |
EIN 135581829 | HDVLSTDLTDOth | $417K | 11.6% | 1 | 4 | 324 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN DIEGO, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, CALIFORNIA PHYSICIANS' SERVICE | $120K | $131K | $251K | 100.0% | 1 |
History & trajectory
9 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