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Sponsor portfolioWelfare / HealthEIN 68-0678738
SMA AMERICA HOLDINGS
3925 ATHERTON RD. · ROCKLIN, CA 95765
9166250870
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$6.4M
No prior year
Persons covered
561
No prior year
Total participants
252
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 | $5.8M | 57.3% | |
| Prescription drug | $1.5M | 14.7% | |
| Dental | $555K | 5.5% | |
| Vision | $555K | 5.5% | |
| Life | $555K | 5.5% | |
| Short-term disability | $555K | 5.5% | |
| Long-term disability | $555K | 5.5% | |
| Other | $37K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $4.3M | 67.5% | 1 | 1 | 321 |
EIN 941340523 | HRx | $1.5M | 23.2% | 1 | 2 | 182 |
EIN 420127290 | DVLSTDLTD | $555K | 8.7% | 1 | 1 | 561 |
EIN 135123390 | Oth | $37K | 0.6% | 1 | 1 | 83 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., KAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $351K | $32K | $383K | 91.7% | 1 |
| CENTRO BENEFITS RESEARCH LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $24K | $26K | 6.3% | 1 |
| MJ INSURANCE | ATLANTA, GA | KAISER FOUNDATION HEALTH PLAN INC | $9K | $0 | $9K | 2.0% | 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