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Sponsor portfolioWelfare / HealthEIN 46-3831715
BELLWETHER ASSET MANAGEMENT INC.
200 PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 90245
3105253022
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$86K
No prior year
Persons covered
242
No prior year
Total participants
224
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 |
|---|---|---|---|
| Long-term disability | $33K | 38.9% | |
| Life | $31K | 36.3% | |
| Short-term disability | $15K | 17.0% | |
| Other | $7K | 7.8% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $86K | 100.0% | 1 | 4 | 242 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $746 | $9K | 62.1% | 1 |
| BENEFITMALL | PALO ALTO, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $4K | $4K | 26.4% | 1 |
| NATIONAL BENEFIT CENTER | BEACHWOOD, OH | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 11.4% | 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