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Sponsor portfolioWelfare / HealthEIN 61-6357929
CALIFORNIA CHARTER SCHOOLS EWBT
d/b/a DBA CHARTERLIFE TRUSTEES
PO BOX 2080 · FOLSOM, CA 95763
9165150505
- Plans filed
- 1
- Years active
- 2019–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$11.7M
No prior year
Persons covered
1,443
No prior year
Total participants
1,745
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 | $11.3M | 96.8% | |
| Vision | $181K | 1.6% | |
| Life | $137K | 1.2% | |
| Dental | $54K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $11.3M | 96.8% | 1 | 2 | 1,037 |
EIN 941632821 | V | $181K | 1.6% | 1 | 1 | 719 |
EIN 010278678 | L | $137K | 1.2% | 1 | 3 | 1,443 |
EIN 941461312 | D | $54K | 0.5% | 1 | 2 | 1,111 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | LOS ANGELES, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | $2K | $11K | 95.3% | 1 |
| DANONE SIMPSON INSURANCE SERVICES | CALABASAS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $0 | $176 | 1.5% | 1 |
| ZACHARY HUNYADI ALICEA | EL PASO, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 1.0% | 1 |
| ONE SOURCE ADVISORS INC | FOLSOM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $0 | $105 | 0.9% | 1 |
| ONE SOURCE ADVISORS, LLC AND AGENTS | FOLSOM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $0 | $88 | 0.7% | 1 |
| STEPHANIE NOELLE KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.4% | 1 |
| BRIAN ROBERT LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.1% | 1 |
| CASEY JAMES KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.1% | 1 |
| DARRYL W VIDOR | ROSEVILLE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.1% | 1 |
| SOTERIA PARTNERS LLC | WEST ORANGE, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
6 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