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Sponsor portfolioWelfare / HealthEIN 46-4084396
S & M MOVING SYSTEMS
300 EAST PALOMINO DRIVE · CHANDLER, AZ 85225
4242471260
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 48
- Latest filing
- 2024
Total premiums (latest)
$512K
No prior year
Persons covered
63
No prior year
Total participants
8
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 | $426K | 35.9% | |
| Prescription drug | $426K | 35.9% | |
| Other | $86K | 7.3% | |
| Life | $85K | 7.2% | |
| Dental | $77K | 6.5% | |
| Vision | $77K | 6.5% | |
| Short-term disability | $8K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $216K | 42.2% | 1 | 3 | 13 |
EIN 362739571 | HRx | $210K | 40.9% | 1 | 1 | 5 |
EIN 135123390 | DVLOth | $77K | 15.1% | 1 | 2 | 63 |
EIN 570144607 | LSTDOth | $8K | 1.6% | 1 | 1 | 2 |
EIN 390989781 | Oth | $799 | 0.2% | 1 | 1 | 7 |
Broker overview
21 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | CONCORD, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., TRANSAMERICA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $12K | $12K | $24K | 73.1% | 1 |
| EDWOOD PARTNERS INSURANCE CENTER | SAN FRANSCISCO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | $0 | $5K | 15.2% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | $0 | $2K | 5.8% | 1 |
| RONNY ANN WARNER | KUNA, ID | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $365 | $240 | $605 | 1.8% | 1 |
| HELEN R GIROUX | STUDIO CITY, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $374 | $0 | $374 | 1.1% | 1 |
| DANA MARIE MOWATT | TORRANCE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $264 | $56 | $320 | 1.0% | 1 |
| KRISTI LEAASE | LOS ALAMITOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $85 | $125 | 0.4% | 1 |
| SUSAN GOLD STOKES | HUNTSVILLE, AL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $17 | $114 | 0.3% | 1 |
| PACIFIC ADVISORS LLC | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $95 | $0 | $95 | 0.3% | 1 |
| STERN INSURANCE GROUP INC | SCOTTDALE, AZ | TRANSAMERICA LIFE INSURANCE COMPANY | $66 | $0 | $66 | 0.2% | 1 |
| MCCAREY INC | CARLSBAD, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $13 | $63 | 0.2% | 1 |
| HOLLEM & ASSOCIATES INCORPORATED | RENO, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.1% | 1 |
| DEBORAH ALEXAKOS | MERIDIAN, ID | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.1% | 1 |
| KEVIN FITZGERALD HOWARD | OAKLAND, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $0 | $24 | 0.1% | 1 |
| JACK ALLEN NORRIS | FILMORE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.1% | 1 |
| PARAGON PARTNERS LTD | SCOTTDALE, AZ | TRANSAMERICA LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.0% | 1 |
| HARVING HORACIO HURTADO | NORWALK, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.0% | 1 |
| LUIS ERNESTO PEREZ | UPLAND, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| NOEL HASERT | SIOUX, SD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| SHANE G ROSS | UPLAND, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| PATRICIA FERNANDEZ | PHEONIX, AZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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