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Sponsor portfolioWelfare / HealthEIN 81-3667465
SYMPHONYAI, LLC
3300 HILLVIEW AVE · PALO ALTO, CA 94304
7273488133
- Plans filed
- 2
- Years active
- 2020–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$6.5M
No prior year
Persons covered
1,358
No prior year
Total participants
1,043
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 |
|---|---|---|---|
| Health | $5.3M | 50.8% | |
| Dental | $1.2M | 11.7% | |
| Other | $810K | 7.8% | |
| Vision | $769K | 7.4% | |
| Life | $769K | 7.4% | |
| Short-term disability | $769K | 7.4% | |
| Long-term disability | $769K | 7.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HD | $5.7M | 87.6% | 1 | 2 | 760 |
EIN 135123390 | DVLSTDLTDOth | $769K | 11.8% | 1 | 1 | 598 |
EIN 135581829 | Oth | $41K | 0.6% | 1 | 3 | 0 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $116K | $92K | $208K | 89.6% | 2 |
| IMA, INC. | DENVER, CO | CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | $11K | $21K | 9.1% | 2 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 0.7% | 1 |
| EOI SERVICE COMPANY INC | ANAHEIM, CA | METROPOLITAN LIFE INSURANCE COMPANY | $969 | $208 | $1K | 0.5% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $254 | $254 | 0.1% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.0% | 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