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Sponsor portfolioWelfare / HealthEIN 45-2499523
SOCIAL FINANCE, INC.
234 1ST STREET · SAN FRANCISCO, CA 94105
4156972075
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$75.4M
No prior year
Persons covered
10,810
No prior year
Total participants
5,083
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 | $67.1M | 46.7% | |
| Prescription drug | $67.1M | 46.7% | |
| Dental | $3.9M | 2.7% | |
| Short-term disability | $1.6M | 1.1% | |
| Other | $1.6M | 1.1% | |
| Life | $1.3M | 0.9% | |
| Long-term disability | $645K | 0.4% | |
| Vision | $589K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $64.6M | 85.7% | 1 | 2 | 9,924 |
EIN 941461312 | D | $3.9M | 5.1% | 1 | 1 | 10,810 |
EIN 360883760 | LSTDLTDOth | $3.6M | 4.7% | 1 | 3 | 4,914 |
EIN 941340523 | HRx | $2.5M | 3.4% | 1 | 2 | 343 |
EIN 470098400 | V | $589K | 0.8% | 1 | 1 | 9,867 |
EIN 731016728 | Oth | $248K | 0.3% | 1 | 1 | 1,497 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | SAN FRANCISCO, CA | AMERITAS LIFE INSURANCE CORP., RELIANCE STANDARD LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA | $602K | $28K | $629K | 99.2% | 1 |
| W CRAIG HEPNER | LADERA RANCH, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 0.4% | 1 |
| INTEGRITY ASSET SERVICES LLC | SOUTH LAKE TAHOE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 0.3% | 1 |
| SELF DEFINED INC | UPPER MARLBORO, MD | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $619 | $0 | $619 | 0.1% | 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