Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 45-5383269
SOCI, INC.
225 BROADWAY SUITE 600 · SAN DIEGO, CA 92101
8852254110
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 51
- Latest filing
- 2024
Total premiums (latest)
$156K
No prior year
Persons covered
417
No prior year
Total participants
363
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 |
|---|---|---|---|
| Life | $49K | 30.6% | |
| Long-term disability | $43K | 27.2% | |
| Other | $36K | 22.6% | |
| Short-term disability | $25K | 15.5% | |
| Dental | $3K | 2.0% | |
| Vision | $3K | 2.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $130K | 83.3% | 1 | 4 | 371 |
EIN 591031071 | DVOth | $26K | 16.7% | 1 | 4 | 417 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DALLAS, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $39K | $0 | $39K | 91.5% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $4K | $4K | 8.5% | 1 |
History & trajectory
5 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