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Sponsor portfolioWelfare / HealthEIN 45-3580052

INCLUDED HEALTH, INC.

1 CALIFORNIA STREET, SUITE 2300 · SAN FRANCISCO, CA 94111
4152874387
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.6M
No prior year
Persons covered
2,087
No prior year
Total participants
1,180
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
INCLUDED HEALTH, INC. WELFARE PLAN
Fully insured2,087 covered·5 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.3M24.8%
Other$1.1M21.8%
Life$813K16.1%
Short-term disability$813K16.1%
Long-term disability$813K16.1%
Vision$236K4.7%
Health$12K0.2%
Prescription drug$12K0.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$1.5M57.9%142,087
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$813K31.5%111,250
VISION SERVICE PLAN
EIN 941632821
V
$224K8.7%111,060
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$39K1.5%11304
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$12K0.4%111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN, ARAG INSURANCE COMPANY$177K$20K$197K67.7%1
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN, ARAG INSURANCE COMPANY$83K$11K$94K32.3%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
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