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Sponsor portfolioWelfare / HealthEIN 75-3215795
CALPRIVATE BANK
9404 GENESEE AVENUE, SUITE 100 · LA JOLLA, CA 92037
8588756900
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
255
No prior year
Total participants
240
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 | $2.9M | 26.9% | |
| Prescription drug | $2.9M | 26.9% | |
| Dental | $2.1M | 19.9% | |
| Vision | $2.1M | 19.9% | |
| Other | $249K | 2.3% | |
| Life | $179K | 1.7% | |
| Short-term disability | $128K | 1.2% | |
| Long-term disability | $128K | 1.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRxDV | $2.1M | 67.3% | 1 | 1 | 255 |
EIN 941340523 | HRx | $753K | 23.9% | 1 | 1 | 125 |
EIN 042381280 | LSTDLTDOth | $277K | 8.8% | 1 | 6 | 240 |
EIN 731016728 | Oth | $1K | 0.0% | 1 | 1 | 32 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD, KAISER FOUNDATION HEALTH PLAN, INC. | $94K | $86K | $180K | 97.7% | 1 |
| SHNITTKER, REED, HEADLEY | PLANO, TX | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $4K | $4K | 2.0% | 1 |
| CHRISTA G AUFDEMBERG INC | TUSTIN, CA | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $673 | $0 | $673 | 0.4% | 1 |
| TRACY THOMAS DBA T I GROUP | ANAHEIM, CA | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $27 | $0 | $27 | 0.0% | 1 |
History & trajectory
4 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