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Sponsor portfolioWelfare / HealthEIN 46-4355602
STOCKDALE MANAGEMENT, LLC
11601 WILSHIRE BLVD · LOS ANGELES, CA 90025
3106934400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
368
No prior year
Total participants
128
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 | 23.2% | |
| Dental | $1.9M | 23.2% | |
| Vision | $1.9M | 23.2% | |
| Prescription drug | $1.9M | 23.2% | |
| Life | $151K | 1.8% | |
| Short-term disability | $151K | 1.8% | |
| Long-term disability | $151K | 1.8% | |
| Other | $151K | 1.8% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDVLSTDLTDOth | $2.1M | 100.0% | 1 | 2 | 368 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| INNOVA INSURANCE SOLUTIONS | POMONA, CA | UNITEDHEALTHCARE INSURANCE COMPANY | $104K | $0 | $104K | 78.6% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | UNITEDHEALTHCARE INSURANCE COMPANY | $28K | $0 | $28K | 21.4% | 1 |
History & trajectory
10 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