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Sponsor portfolioWelfare / HealthEIN 43-1983451
TOBIN LUCKS LLP
8511 FALLBROOK AVE STE 400 · WEST HILLS, CA 913043267
8182263400
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$150K
No prior year
Persons covered
161
No prior year
Total participants
161
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 |
|---|---|---|---|
| Other | $138K | 33.4% | |
| Life | $99K | 24.0% | |
| Long-term disability | $92K | 22.3% | |
| Short-term disability | $84K | 20.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $150K | 100.0% | 1 | 7 | 161 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRIAD FINANCIAL INSURANCE MARKETING | TARZANA, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17K | $0 | $17K | 100.0% | 1 |
History & trajectory
2 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