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Sponsor portfolioWelfare / HealthEIN 68-0200138
SUMMER SEARCH
304 12TH STREET, SUITE 4A · OAKLAND, CA 94607
4153625225
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$303K
No prior year
Persons covered
144
No prior year
Total participants
114
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 | $237K | 33.9% | |
| Prescription drug | $237K | 33.9% | |
| Life | $53K | 7.6% | |
| Short-term disability | $53K | 7.6% | |
| Long-term disability | $53K | 7.6% | |
| Other | $53K | 7.6% | |
| Vision | $12K | 1.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $237K | 78.4% | 1 | 1 | 27 |
EIN 420127290 | LSTDLTDOth | $53K | 17.5% | 1 | 1 | 114 |
EIN 430949844 | V | $12K | 4.0% | 1 | 1 | 144 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $19K | $694 | $20K | 100.0% | 1 |
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