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Sponsor portfolioWelfare / HealthEIN 52-1651979
SIERRA MANAGEMENT AND TECHNOLOGIES, INC.
45310 ABELL HOUSE LANE · CALIFORNIA, MD 20619
3017373000
- Plans filed
- 1
- Years active
- 2016–2026
- Industry
- NAICS 54
- Latest filing
- 2026
Total premiums (latest)
$802K
No prior year
Persons covered
111
No prior year
Total participants
115
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 | $678K | 21.6% | |
| Dental | $678K | 21.6% | |
| Vision | $678K | 21.6% | |
| Prescription drug | $678K | 21.6% | |
| Other | $124K | 3.9% | |
| Life | $102K | 3.2% | |
| Short-term disability | $102K | 3.2% | |
| Long-term disability | $102K | 3.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521358219 | HRxDV | $678K | 84.6% | 1 | 1 | 85 |
EIN 470322111 | LSTDLTDOth | $102K | 12.7% | 1 | 1 | 111 |
EIN 135123390 | Oth | $19K | 2.4% | 1 | 1 | 23 |
EIN 731016728 | Oth | $3K | 0.4% | 1 | 1 | 18 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | HUNT VALLEY, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST BLUECHOICE, INC, UNITED OF OMAHA LIFE INSURANCE COMPANY | $25K | $43K | $68K | 98.1% | 1 |
| ASSUREDPARTNERS | CRANFORD, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $1K | $0 | $1K | 1.6% | 1 |
| PHYLLIS ADAMS | BALTIMORE, MD | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $170 | $0 | $170 | 0.2% | 1 |
| FINANCIAL BALANCE GROUP LLC | ROCKVILLE, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $37 | $0 | $37 | 0.1% | 1 |
| INSURANCE MARKETPLACE LLC | FAIRFAX, VA | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $23 | $0 | $23 | 0.0% | 1 |
History & trajectory
4 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