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Sponsor portfolioWelfare / HealthEIN 80-0874383
LOZANO SMITH, LLP
7404 NORTH SPALDING AVENUE · FRESNO, CA 93720
5594315600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
442
No prior year
Total participants
208
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 | $3.3M | 43.2% | |
| Prescription drug | $3.3M | 43.2% | |
| Other | $285K | 3.7% | |
| Life | $238K | 3.1% | |
| Short-term disability | $238K | 3.1% | |
| Long-term disability | $238K | 3.1% | |
| Vision | $35K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.6M | 70.7% | 1 | 1 | 209 |
EIN 941340523 | HRx | $738K | 20.4% | 1 | 1 | 82 |
EIN 381082080 | LSTDLTDOth | $238K | 6.6% | 1 | 1 | 208 |
EIN 010278678 | Oth | $47K | 1.3% | 1 | 1 | 31 |
EIN 470098400 | V | $35K | 1.0% | 1 | 1 | 442 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | KAISER FOUNDATION HEALTH PLAN, INC., AMERITAS LIFE INSURANCE CORPORATION, CALIFORNIA PHYSICIANS SERVICE, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $49K | $164K | $213K | 100.0% | 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