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Sponsor portfolioWelfare / HealthEIN 46-5042091
BOLT FINANCIAL, INC.
268 BUSH STREET, #4214 · SAN FRANCISCO, CA 94104
3477662658
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
135
No prior year
Total participants
79
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 | $1.4M | 31.5% | |
| Prescription drug | $1.4M | 31.5% | |
| Vision | $1.4M | 30.9% | |
| Life | $68K | 1.5% | |
| Short-term disability | $68K | 1.5% | |
| Long-term disability | $68K | 1.5% | |
| Other | $68K | 1.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxV | $1.4M | 91.3% | 1 | 1 | 95 |
EIN 221211670 | LSTDLTDOth | $68K | 4.5% | 1 | 1 | 135 |
EIN 941340523 | HRx | $46K | 3.1% | 1 | 1 | 1 |
EIN 135123390 | V | $16K | 1.1% | 1 | 1 | 87 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | PRUDENTIAL INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $82K | $8K | $90K | 100.0% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $25 | $25 | 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