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Sponsor portfolioWelfare / HealthEIN 51-0539647
CASPEX CORP.
48531 WARM SPRINGS BLVD. · FREMONT, CA 94539
5109364404
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$998K
No prior year
Persons covered
179
No prior year
Total participants
30
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 | $931K | 30.4% | |
| Dental | $931K | 30.4% | |
| Vision | $931K | 30.4% | |
| Life | $68K | 2.2% | |
| Short-term disability | $68K | 2.2% | |
| Long-term disability | $68K | 2.2% | |
| Other | $68K | 2.2% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVLSTDLTDOth | $998K | 100.0% | 1 | 2 | 179 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN JOSE, CA | UNITEDHEALTHCARE INSURANCE COMPANY | $51K | $0 | $51K | 88.6% | 1 |
| FILICE INSURANCE AGENCY | ANAHEIM, CA | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 11.4% | 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