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Sponsor portfolioWelfare / HealthEIN 77-0717225
CALCON MUTUAL MORTGAGE LLC
3838 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108
8884883807
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
565
No prior year
Total participants
233
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $846K | 28.4% | |
| Dental | $424K | 14.2% | |
| Life | $422K | 14.1% | |
| Other | $377K | 12.6% | |
| Health | $299K | 10.0% | |
| Vision | $296K | 9.9% | |
| Prescription drug | $126K | 4.2% | |
| Short-term disability | $97K | 3.2% | |
| Long-term disability | $97K | 3.2% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 954018229 | SL | $846K | 55.0% | 1 | 1 | 216 |
EIN 135581829 | HDVLOth | $377K | 24.5% | 1 | 4 | 565 |
EIN 660520918 | HRxDL | $126K | 8.2% | 1 | 1 | 30 |
EIN 010278678 | STDLTD | $97K | 6.3% | 1 | 1 | 116 |
EIN 941340523 | H | $92K | 6.0% | 1 | 1 | 9 |
EIN 952879515 | D | $2K | 0.1% | 1 | 1 | 15 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CLICK2BIND INSURANCE SERVICES INC | SAN DIEGO, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, UNUM LIFE INSURANCE COMPANY OF AMERICA | $68K | $0 | $68K | 79.2% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $10K | $2K | $11K | 13.2% | 1 |
| AMIR LOZANI | SAN DIEGO, CA | MCS LIFE INSURANCE COMPANY | $6K | $0 | $6K | 7.2% | 1 |
| ROGERS BENEFIT GROUP INC | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $305 | $8 | $313 | 0.4% | 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