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Sponsor portfolioWelfare / HealthEIN 68-0437840

PETALUMA HEALTH CENTER

1179 NORTH MCDOWELL BOULEVARD · PETALUMA, CA 94954
7075597500
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
535
No prior year
Total participants
518
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.2M
PETALUMA HEALTH CENTER HEALTH & WELFARE PLAN
Fully insured535 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M37.3%
Prescription drug$3.6M37.3%
Other$611K6.4%
Dental$592K6.2%
Life$592K6.2%
Long-term disability$592K6.2%
Vision$40K0.4%
Short-term disability$2K0.0%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.8M43.3%11242
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$1.5M36.3%11333
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLLTDOth
$592K14.0%11500
SUTTER HEALTH PLAN
EIN 461183948
HRx
$206K4.9%1133
VISION SERVICE PLAN
EIN 941632821
V
$40K1.0%11364
CONCERN EAP
EIN 770528349
Oth
$17K0.4%11535
AFLAC
EIN 822723296
STDOth
$2K0.1%114

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RSC INSURANCE BROKERAGE INCBOSTON, MASUN LIFE ASSURANCE COMPANY OF CANADA$62K$15K$78K72.2%1
SELMAN & COMPANY, LLCCLEVELAND, OHSUN LIFE ASSURANCE COMPANY OF CANADA$0$30K$30K27.6%1
MICHAEL C WALKERFAIRFIELD, CAAFLAC$95$0$950.1%1
KEN P. MCGRATHKAILUA KONA, HIAFLAC$50$0$500.0%1
BENJAMIN R. WERTHIMERROHNERT PARK, CAAFLAC$38$0$380.0%1
MJ INSURANCEHIDDEN VALLEY LAKE, CAAFLAC$17$0$170.0%1
MICHAEL H BOOTHMARTINEZ, CAAFLAC$11$0$110.0%1
LES HEINSEN INS SERVICES INCFAIR OAKS, CAAFLAC$9$0$90.0%1
THE JAMES B OSWALD COMPANYSAN DIEGO, CAAFLAC$7$0$70.0%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
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