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Sponsor portfolioWelfare / HealthEIN 57-1077290

SANDPIPER GOLF TRUST, LLC

7925 HOLLISTER AVENUE · SANTA BARBARA, CA 93117
8059681541
Plans filed
2
Years active
2023–2024
Industry
NAICS 71
Latest filing
2024
Total premiums (latest)
$84K
No prior year
Persons covered
32
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$83K
SANDPIPER GOLF TRUST UNTEDHEALTHCARE PLAN
Fully insured10 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1K
SANDPIPER GOLF TRUST LIFE & DISABILITY PLAN
Fully insured22 covered·1 carrier
Primary: NEW YORK LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$84K20.1%
Health$83K19.8%
Dental$83K19.8%
Vision$83K19.8%
Prescription drug$83K19.8%
Life$1K0.3%
Long-term disability$1K0.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVOth
$83K98.7%1110
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 135582869
LLTDOth
$1K1.3%1122

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LINDA W OLGUINNEW YORK, NYNEW YORK LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$3K$0$3K81.5%2
DKG INSURANCE & FINANCIAL SERVICESDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANY$617$0$61714.8%1
DISABILITY RMSPORTLAND, MENEW YORK LIFE INSURANCE COMPANY$0$155$1553.7%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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