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Sponsor portfolioWelfare / HealthEIN 47-6637312
PDS VEBA TRUST
17000 RED HILL AVENUE · IRVINE, CA 92614
7148458500
- Plans filed
- 2
- Years active
- 2023–2024
- Industry
- NAICS 55
- Latest filing
- 2024
Total premiums (latest)
$34.4M
No prior year
Persons covered
19,489
No prior year
Total participants
15,957
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #503$24.5M
PDS VEBA TRUST GROUP INSURANCE ARRANGEMENT FOR AFFILIATE EMPLOYERS
MEWA4,117 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Plan #502$9.9M
PDS VEBA TRUST GROUP INSURANCE ARRANGEMENT AND WELFARE BENEFITS PLAN
Fully insured15,372 covered·4 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $24.5M | 41.6% | |
| Prescription drug | $24.5M | 41.6% | |
| Short-term disability | $5.1M | 8.7% | |
| Life | $1.6M | 2.8% | |
| Long-term disability | $1.2M | 2.0% | |
| Other | $981K | 1.7% | |
| Vision | $925K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 581638390 | HRx | $24.5M | 71.3% | 1 | 1 | 4,117 |
EIN 231503749 | LSTDLTDOth | $8.2M | 24.0% | 1 | 4 | 15,372 |
EIN 941632821 | V | $925K | 2.7% | 1 | 1 | 7,974 |
EIN 042381280 | Oth | $684K | 2.0% | 1 | 4 | 2,080 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | PASADENA, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $947K | $465K | $1.4M | 99.9% | 1 |
| MORRIS, CHRISTOPHER, ROBERT | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 0.1% | 1 |
| BENEFIT COMMUNICATIONS INC | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $453 | $0 | $453 | 0.0% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $84 | $0 | $84 | 0.0% | 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