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Sponsor portfolioWelfare / HealthEIN 46-5721882
PEARCE SERVICES, LLC
1222 VINE STREET, SUITE 301 · PASO ROBLES, CA 93446
8054006170
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
2,673
No prior year
Total participants
2,486
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.1M | 18.4% | |
| Health | $1.7M | 14.4% | |
| Dental | $1.6M | 13.4% | |
| Vision | $1.6M | 13.4% | |
| Life | $1.6M | 13.4% | |
| Short-term disability | $1.6M | 13.4% | |
| Long-term disability | $1.6M | 13.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $1.7M | 44.0% | 1 | 2 | 201 |
EIN 381082080 | DVLSTDLTDOth | $1.6M | 40.9% | 1 | 1 | 2,439 |
EIN 931693126 | Oth | $445K | 11.6% | 1 | 1 | 2,673 |
EIN 570514130 | Oth | $135K | 3.5% | 1 | 1 | 975 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | GRAND RAPIDS, MI | CONTINENTAL AMERICAN INSURANCE COMPANY, FIRST STOP HEALTH, LLC, KAISER FOUNDATION HEALTH PLAN INC, SUN LIFE ASSURANCE COMPANY OF CANADA | $302K | $18K | $319K | 71.3% | 1 |
| GROUP BENEFITS LTD | URBANDALE, IA | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $68K | $68K | 15.2% | 1 |
| TRACY HINRICHS | CLEARWATER, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $25K | $0 | $25K | 5.6% | 1 |
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN INC | $16K | $0 | $16K | 3.5% | 1 |
| THERESA GOMEZ | PASO ROBLES, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 2.1% | 1 |
| KAREN ANNETTE WILSON | PASO ROBLES, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | $0 | $6K | 1.4% | 1 |
| HINDS FINANCIAL GROUP, INC. | PASO ROBLES, CA | KAISER FOUNDATION HEALTH PLAN INC | $2K | $0 | $2K | 0.5% | 1 |
| OSBORN INSURANCE SERVICES | TEMPLETON, CA | KAISER FOUNDATION HEALTH PLAN INC | $2K | $0 | $2K | 0.5% | 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