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Sponsor portfolioWelfare / HealthEIN 68-0401608
STORAGEPRO MANAGEMENT, INC.
1615 BONANZA STREET · WALNUT CREEK, CA 94596
9259386300
- Plans filed
- 2
- Years active
- 2021–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
275
No prior year
Total participants
233
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 41.1% | |
| Prescription drug | $1.9M | 41.1% | |
| Dental | $200K | 4.4% | |
| Vision | $200K | 4.4% | |
| Life | $200K | 4.4% | |
| Other | $200K | 4.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 122345678 | HRx | $1.9M | 90.3% | 1 | 1 | 225 |
EIN 470322111 | DVLOth | $200K | 9.7% | 1 | 1 | 275 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RELATION INSURANCE INC | PLEASANT HILL, CA | CAL CHOICE | $79K | $0 | $79K | 52.5% | 1 |
| AMWINS | WALNUT CREEK, CA | CAL CHOICE | $36K | $0 | $36K | 24.2% | 1 |
| RELATION INSURANCE SERVICES OF CA | PLEASANT HILL, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | $0 | $19K | 12.3% | 1 |
| JAMES DISERIO | STOCKTON, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, CAL CHOICE | $17K | $0 | $17K | 11.1% | 1 |
History & trajectory
5 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