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Sponsor portfolioWelfare / HealthEIN 81-3972576

FERRY INTERNATIONAL, LLC DBA TOM FERRY

6 HUTTON CENTRE DRIVE, 7TH FLOOR · SANTA ANA, CA 92707
9495791209
Plans filed
1
Years active
2022–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$686K
No prior year
Persons covered
97
No prior year
Total participants
97
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$686K
TOM FERRY WELFARE BENEFITS PLAN
Fully insured97 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$575K34.2%
Prescription drug$575K34.2%
Dental$111K6.6%
Vision$105K6.3%
Life$105K6.3%
Short-term disability$105K6.3%
Other$105K6.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$575K83.9%1160
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDOth
$105K15.4%1197
HUMANA INSURANCE COMPANY
EIN 390714280
D
$5K0.8%1114

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TAX & FINANCIAL GROUP BENEFITSNEWPORT BEACH, CAHUMANA, INC., PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE$13K$34K$47K67.6%1
AMWINSSAN MATEO, CAPRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE$0$23K$23K32.4%1

History & trajectory

4 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
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