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Sponsor portfolioWelfare / HealthEIN 45-4756815

SUNGAGE FINANCIAL, LLC

38 CHAUNCY STREET · BOSTON, MA 02111
8447864243
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
144
No prior year
Total participants
113
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
SUNGAGE FINANCIAL, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured144 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M41.1%
Vision$1.2M34.1%
Dental$181K4.9%
Life$181K4.9%
Short-term disability$181K4.9%
Long-term disability$181K4.9%
Other$181K4.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HV
$1.2M74.0%11144
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$181K10.7%11114
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$140K8.3%1126
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$116K6.9%1112

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLC—BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., GUARDIAN, KAISER FOUNDATION HEALTH PLAN, INC.$51K$13K$64K84.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$5K$0$5K6.8%1
INSUREYOURPEOPLE, LLCSAN FRANCISCO, CAGUARDIAN$4K$0$4K4.7%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC.$3K$0$3K3.6%1

History & trajectory

3 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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