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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $575K | 34.2% | |
| Prescription drug | $575K | 34.2% | |
| Dental | $111K | 6.6% | |
| Vision | $105K | 6.3% | |
| Life | $105K | 6.3% | |
| Short-term disability | $105K | 6.3% | |
| Other | $105K | 6.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $575K | 83.9% | 1 | 1 | 60 |
EIN 420127290 | DVLSTDOth | $105K | 15.4% | 1 | 1 | 97 |
EIN 390714280 | D | $5K | 0.8% | 1 | 1 | 14 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TAX & FINANCIAL GROUP BENEFITS | NEWPORT BEACH, CA | HUMANA, INC., PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE | $13K | $34K | $47K | 67.6% | 1 |
| AMWINS | SAN MATEO, CA | PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE | $0 | $23K | $23K | 32.4% | 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