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Sponsor portfolioWelfare / HealthEIN 68-0372662
ALLWORTH FINANCIAL
340 PALLADIO PARKWAY · FOLSOM, CA 95630
9164822196
- Plans filed
- 3
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$10.7M
No prior year
Persons covered
1,035
No prior year
Total participants
453
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$10.7M
ALLWORTH FINANCIAL HEALTH AND WELFARE PLAN
Fully insured1,035 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE
Plan #502$254K
ALLWORTH FINANCIAL DENTAL LIFE AD&D DISABILITY EAP AND VOLUNTARY BENEFITS PLAN
Mixed150 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$18K
ALLWORTH FINANCIAL VISION PLAN
Fully insured118 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $9.5M | 38.3% | |
| Prescription drug | $9.5M | 38.3% | |
| Dental | $1.1M | 4.6% | |
| Life | $1.1M | 4.6% | |
| Short-term disability | $1.1M | 4.6% | |
| Long-term disability | $1.1M | 4.6% | |
| Other | $1.1M | 4.6% | |
| Vision | $58K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $8.4M | 79.2% | 1 | 1 | 863 |
EIN 135581829 | DLSTDLTDOth | $1.1M | 10.7% | 1 | 1 | 1,035 |
EIN 941340523 | HRx | $1.0M | 9.6% | 1 | 1 | 146 |
EIN 941632821 | V | $58K | 0.5% | 1 | 1 | 427 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $74K | $74K | 57.8% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY | $42K | $13K | $54K | 42.2% | 1 |
| LOCKTON COMPANIES, LLC | SAN FRANCISCO, CA | METROPOLITAN LIFE INSURANCE COMPANY | $29 | $0 | $29 | 0.0% | 1 |
History & trajectory
7 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