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Sponsor portfolioWelfare / HealthEIN 80-0101793
THE SOURCING GROUP, LLC
92 ARGONAUT · ALISO VIEJO, CA 92656
8008504204
- Plans filed
- 1
- Years active
- 2020–2026
- Industry
- NAICS 54
- Latest filing
- 2026
Total premiums (latest)
$325K
No prior year
Persons covered
268
No prior year
Total participants
222
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 | $129K | 17.6% | |
| Prescription drug | $129K | 17.6% | |
| Dental | $114K | 15.6% | |
| Vision | $114K | 15.6% | |
| Life | $82K | 11.2% | |
| Long-term disability | $82K | 11.2% | |
| Other | $82K | 11.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $129K | 39.7% | 1 | 1 | 9 |
EIN 591031071 | DV | $114K | 35.1% | 1 | 1 | 132 |
EIN 060838648 | LLTDOth | $82K | 25.2% | 1 | 1 | 268 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | NEW YORK, NY | KAISER FOUNDATION HEALTH PLAN INC, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, HARTFORD LIFE AND ACCIDENT | $34K | $2K | $37K | 91.4% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | KAISER FOUNDATION HEALTH PLAN INC | $3K | $0 | $3K | 8.6% | 1 |
History & trajectory
7 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