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Sponsor portfolioWelfare / HealthEIN 81-3149057
PURE FINANCIAL ADVISORS, LLC
3131 CAMINO DEL RIO N STE 1550 · SAN DIEGO, CA 92108
6198144100
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
338
No prior year
Total participants
209
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 | 39.5% | |
| Prescription drug | $1.9M | 39.5% | |
| Dental | $200K | 4.2% | |
| Vision | $200K | 4.2% | |
| Life | $200K | 4.2% | |
| Long-term disability | $200K | 4.2% | |
| Other | $200K | 4.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $1.5M | 74.1% | 1 | 1 | 138 |
EIN 941340523 | HRx | $337K | 16.2% | 1 | 1 | 47 |
EIN 420127290 | DVLLTDOth | $200K | 9.6% | 1 | 1 | 338 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $115K | $2K | $117K | 100.0% | 1 |
History & trajectory
3 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