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Sponsor portfolioWelfare / HealthEIN 77-0051130
ABBOTT, STRINGHAM & LYNCH
1901 SOUTH BASCOM AVE STE 105 · CAMPBELL, CA 95008
4083778700
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
172
No prior year
Total participants
110
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 | $1.4M | 61.2% | |
| Dental | $184K | 7.8% | |
| Vision | $184K | 7.8% | |
| Life | $184K | 7.8% | |
| Short-term disability | $184K | 7.8% | |
| Long-term disability | $184K | 7.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $1.0M | 61.4% | 1 | 1 | 67 |
EIN 941340523 | H | $447K | 27.4% | 1 | 1 | 57 |
EIN 420127290 | DVLSTDLTD | $184K | 11.3% | 1 | 1 | 172 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $32.8M | $32.8M | 99.7% | 1 |
| ACRISURE LLC | CAMPBELL, CA | ANTHEM BLUE CROSS, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN | $79K | $11K | $91K | 0.3% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | KAISER FOUNDATION HEALTH PLAN | $3K | $0 | $3K | 0.0% | 1 |
History & trajectory
2 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