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Sponsor portfolioWelfare / HealthEIN 77-0323586
PROVIDENT FUNDING ASSOCIATES, LP
1235 NORTH DUTTON AVENUE, SUITE E · SANTA ROSA, CA 95401
6506521300
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
767
No prior year
Total participants
326
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 | $1.9M | 39.1% | |
| Prescription drug | $1.9M | 39.1% | |
| Dental | $208K | 4.4% | |
| Vision | $208K | 4.4% | |
| Life | $208K | 4.4% | |
| Long-term disability | $208K | 4.4% | |
| Other | $208K | 4.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $1.4M | 66.8% | 1 | 1 | 297 |
EIN 941340523 | HRx | $479K | 23.1% | 1 | 1 | 63 |
EIN 135581829 | DVLLTDOth | $208K | 10.0% | 1 | 1 | 767 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BAY HEALTH INSURANCE AGENCY, INC. | SAN FRANCISCO, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., AETNA LIFE INSURANCE COMPANY | $63K | $0 | $63K | 67.8% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $28K | $2K | $30K | 32.2% | 1 |
History & trajectory
10 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