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Sponsor portfolioWelfare / HealthEIN 81-0622701
FIVE KEYS
70 OAK GROVE STREET · SAN FRANISCO, CA 94107
4156103373
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$4.3M
No prior year
Persons covered
842
No prior year
Total participants
870
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 | $3.9M | 44.3% | |
| Prescription drug | $3.9M | 44.3% | |
| Other | $415K | 4.7% | |
| Life | $231K | 2.6% | |
| Short-term disability | $179K | 2.0% | |
| Long-term disability | $179K | 2.0% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.9M | 90.4% | 1 | 1 | 458 |
EIN 060838648 | LSTDLTDOth | $179K | 4.1% | 1 | 1 | 826 |
EIN 864006611 | Oth | $140K | 3.2% | 1 | 1 | 842 |
EIN 570144607 | LOth | $52K | 1.2% | 1 | 1 | 34 |
EIN 421338303 | Oth | $44K | 1.0% | 1 | 1 | 352 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | ARAG INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC, HARTFORD LIFE AND ACCIDENT | $145K | $8K | $153K | 92.5% | 1 |
| BRITTANY LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 2.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | TORRANCE, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $359 | $3K | 1.8% | 1 |
| BRIAN ROBERT LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $516 | $1K | $2K | 1.0% | 1 |
| CASEY JAMES KUGLER | ELKHORN, NE | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $200 | $1K | $1K | 0.8% | 1 |
| MARGARITA ALEJANDRA RAMIREZ | SAN MARCOS, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $712 | $187 | $899 | 0.5% | 1 |
| WENDY SUE GERSHOW | OAKLAND, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $814 | $20 | $834 | 0.5% | 1 |
History & trajectory
5 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