Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 66-0368345
JF MONTALVO CASH & CARRY
PO BOX 364664 · SAN JUAN, PR 009364664
7877812962
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$556K
No prior year
Persons covered
594
No prior year
Total participants
594
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$544K
JF MONTALVO HEALTH PLAN
Fully insured119 covered·1 carrier
Primary: TRIPLE-S SALUD, INC.
Plan #502$7K
JF MONTALVO LIFE INSURANCE PLAN
Fully insured122 covered·1 carrier
Primary: MULTINATIONAL LIFE INSURANCE COMPANY
Plan #503$5K
JF MONTALVO EAP PLAN
Fully insured353 covered·1 carrier
Primary: APS OPTIMIND
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $551K | 16.8% | |
| Other | $549K | 16.8% | |
| Health | $544K | 16.6% | |
| Dental | $544K | 16.6% | |
| Vision | $544K | 16.6% | |
| Prescription drug | $544K | 16.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 660555677 | HRxDVLOth | $544K | 97.9% | 1 | 1 | 119 |
EIN 660276881 | L | $7K | 1.2% | 1 | 1 | 122 |
EIN 660727766 | Oth | $5K | 1.0% | 1 | 1 | 353 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | SAN JUAN, PR | APS OPTIMIND, MULTINATIONAL LIFE INSURANCE COMPANY, TRIPLE-S SALUD, INC. | $1K | $28K | $29K | 100.0% | 3 |
History & trajectory
11 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