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Sponsor portfolioWelfare / HealthEIN 47-1329035

EVER WELL HEALTH SYSTEMS, LLC

310 JAMES WAY · PISMO BEACH, CA 93449
8052420004
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$889K
No prior year
Persons covered
131
No prior year
Total participants
106
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$889K
EVER WELL HEALTH SYSTEMS WELFARE BENEFIT PLAN
Fully insured131 covered·2 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$835K44.2%
Prescription drug$835K44.2%
Dental$55K2.9%
Vision$55K2.9%
Life$55K2.9%
Other$55K2.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$835K93.8%1178
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLOth
$55K6.2%11131

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSSAN LUIS OBISPO, CAPRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE$44K$3K$48K74.9%1
ROGERS BENEFIT GROUP INCSAN JOSE, CACALIFORNIA PHYSICIANS' SERVICE$16K$0$16K24.7%1
MARSHBERRY CONNECT PLATFORM LLCCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY$0$263$2630.4%1

History & trajectory

2 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
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