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Sponsor portfolioWelfare / HealthEIN 46-0760246
SMART ENERGY SYSTEMS, INC.
15495 SAND CANYON AVENUE, SUITE 100 · IRVINE, CA 92618
9092173354
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
271
No prior year
Total participants
146
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 | $2.0M | 45.1% | |
| Prescription drug | $2.0M | 45.1% | |
| Dental | $136K | 3.0% | |
| Vision | $131K | 2.9% | |
| Life | $53K | 1.2% | |
| Other | $53K | 1.2% | |
| Short-term disability | $37K | 0.8% | |
| Long-term disability | $33K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.7M | 74.0% | 1 | 1 | 104 |
EIN 941340523 | HRx | $342K | 14.8% | 1 | 1 | 55 |
EIN 135581829 | DV | $131K | 5.7% | 1 | 1 | 271 |
EIN 470322111 | LSTDLTDOth | $123K | 5.3% | 1 | 4 | 145 |
EIN 952879515 | D | $6K | 0.2% | 1 | 1 | 43 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | HUNTINGTON BEACH, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., SAFEGUARD HEALTH PLANS, INC., CALIFORNIA PHYSICIANS SERVICE | $25K | $59K | $84K | 53.5% | 1 |
| AMWINS | SANTA ANA, CA | KAISER FOUNDATION HEALTH PLAN INC., CALIFORNIA PHYSICIANS SERVICE | $9K | $31K | $40K | 25.6% | 1 |
| BROWN & BROWN INSURANCE SERVICES | IRVINE, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., CALIFORNIA PHYSICIANS SERVICE | $8K | $18K | $25K | 16.2% | 1 |
| INTREPID SOLUTIONS INSURANCE | HUNTINGTON BEACH, CA | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC. | $5K | $0 | $5K | 3.0% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.6% | 1 |
History & trajectory
4 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