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Sponsor portfolioWelfare / HealthEIN 68-0472923
CALIFORNIA MONTESSORI PROJECT
5330-A GIBBONS DRIVE · CARMICHAEL, CA 95608
9169712432
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
407
No prior year
Total participants
236
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 | $1.7M | 47.1% | |
| Prescription drug | $1.7M | 47.1% | |
| Dental | $138K | 3.7% | |
| Life | $26K | 0.7% | |
| Other | $26K | 0.7% | |
| Vision | $25K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $974K | 50.7% | 1 | 1 | 164 |
EIN 680393304 | HRx | $760K | 39.5% | 1 | 1 | 161 |
EIN 941461312 | D | $138K | 7.2% | 1 | 1 | 407 |
EIN 010278678 | LOth | $26K | 1.4% | 1 | 1 | 393 |
EIN 390493780 | V | $25K | 1.3% | 1 | 1 | 358 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA, WESTERN HEALTH ADVANTAGE, DELTA DENTAL OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC. | $105K | $2K | $107K | 96.9% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | ROSEVILLE, CA | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.1% | 1 |
| PROFESSIONAL GROUP PLAN, INC | HAUPPAUGE, NY | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.0% | 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