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Sponsor portfolioWelfare / HealthEIN 45-3831678
PRIME FINANCE ADVISOR, L.P.
600 MONTGOMERY STREET · SAN FRANCISCO, CA 94111
8727041108
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$348K
No prior year
Persons covered
211
No prior year
Total participants
90
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 | $248K | 16.6% | |
| Dental | $209K | 14.0% | |
| Vision | $209K | 14.0% | |
| Life | $209K | 14.0% | |
| Short-term disability | $209K | 14.0% | |
| Long-term disability | $209K | 14.0% | |
| Health | $101K | 6.7% | |
| Prescription drug | $101K | 6.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVLSTDLTDOth | $209K | 60.1% | 1 | 1 | 211 |
EIN 941340523 | HRx | $101K | 28.9% | 1 | 1 | 13 |
EIN 461777570 | Oth | $38K | 11.0% | 1 | 1 | 131 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | LOS ANGELES, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $5K | $1K | $7K | 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