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Sponsor portfolioWelfare / HealthEIN 54-2073787
PROCEDE SOFTWARE LP
240 S CEDROS AVENUE · SOLANA BEACH, CA 92075
8584504865
- Plans filed
- 3
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
464
No prior year
Total participants
392
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.3M
PROCEDE SOFTWARE MEDICAL PLAN
Fully insured186 covered·1 carrier
Primary: CALIFORNIA PHYSICIANS' SERVICES
Plan #503$17K
PROCEDE SOFTWARE LONG TERM DISABILITY PLAN
Fully insured139 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$2K
PROCEDE SOFTWARE LIFE PLAN
Fully insured139 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 24.9% | |
| Dental | $1.3M | 24.9% | |
| Vision | $1.3M | 24.9% | |
| Prescription drug | $1.3M | 24.9% | |
| Long-term disability | $17K | 0.3% | |
| Life | $2K | 0.0% | |
| Other | $2K | 0.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRxDV | $1.3M | 98.5% | 1 | 1 | 186 |
EIN 350472300 | LLTDOth | $19K | 1.5% | 2 | 2 | 278 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | SAN FRANCISCO, CA | CALIFORNIA PHYSICIANS' SERVICES, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $56K | $65K | 100.0% | 3 |
History & trajectory
3 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