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Sponsor portfolioWelfare / HealthEIN 46-1323531
SOCIAL GOOD FUND
12651 SAN PABLO AVENUE · RICHMOND, CA 94805
5106217223
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
220
No prior year
Total participants
157
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 | $1.9M | 46.3% | |
| Prescription drug | $1.9M | 46.3% | |
| Dental | $120K | 2.9% | |
| Vision | $120K | 2.9% | |
| Life | $18K | 0.4% | |
| Short-term disability | $18K | 0.4% | |
| Long-term disability | $18K | 0.4% | |
| Other | $18K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 122345678 | HRxDV | $1.7M | 79.6% | 1 | 2 | 220 |
EIN 122345678 | HRx | $406K | 19.5% | 1 | 1 | 148 |
EIN 010278678 | LSTDLTDOth | $18K | 0.9% | 1 | 1 | 37 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | ANTHEM BLUE CROSS, KAISER PERMANENTE, UNUM LIFE INSURANCE COMPANY OF AMERICA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $68K | $1K | $70K | 44.4% | 1 |
| EDGEWOOD PARTNERS INSURANCE CENTER | CONCORD, CA | ANTHEM BLUE CROSS, KAISER PERMANENTE, UNUM LIFE INSURANCE COMPANY OF AMERICA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $44K | $326 | $44K | 28.1% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | RICHMOND, CA | ANTHEM BLUE CROSS, KAISER PERMANENTE | $43K | $0 | $43K | 27.5% | 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