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Sponsor portfolioWelfare / HealthEIN 77-0103429
UNITED SECURITY BANK
2126 INYO STREET · FRESNO, CA 93721
5592485089
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
172
No prior year
Total participants
106
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 |
|---|---|---|---|
| Vision | $700K | 35.8% | |
| Stop-loss | $596K | 30.4% | |
| Health | $202K | 10.3% | |
| Life | $119K | 6.1% | |
| Long-term disability | $119K | 6.1% | |
| Other | $119K | 6.1% | |
| Dental | $105K | 5.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | VLLTDSLOth | $714K | 70.0% | 1 | 2 | 115 |
EIN 941340523 | H | $202K | 19.8% | 1 | 1 | 20 |
EIN 390493780 | DV | $105K | 10.2% | 1 | 1 | 172 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAUL GOTTLIEB | FRESNO, CA | SYMETRA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC. | $8K | $30K | $38K | 56.3% | 1 |
| PAUL E GOTTLIEB | FRESNO, CA | SYMETRA LIFE INSURANCE COMPANY, NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $26K | $4K | $30K | 43.7% | 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