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Sponsor portfolioWelfare / HealthEIN 81-4234542
BPM LLP
1 CALIFORNIA ST. · SAN FRANCISCO, CA 94111
4154215757
- Plans filed
- 2
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
2,850
No prior year
Total participants
878
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 | $2.0M | 30.1% | |
| Prescription drug | $2.0M | 30.1% | |
| Life | $626K | 9.4% | |
| Short-term disability | $626K | 9.4% | |
| Long-term disability | $626K | 9.4% | |
| Other | $626K | 9.4% | |
| Vision | $137K | 2.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.0M | 72.4% | 1 | 3 | 173 |
EIN 410451140 | LSTDLTDOth | $626K | 22.7% | 1 | 1 | 2,850 |
EIN 941632821 | V | $137K | 5.0% | 1 | 1 | 664 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | KING OF PRUSSIA, PA | RELIASTAR LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $80K | $9K | $89K | 92.0% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | RELIASTAR LIFE INSURANCE COMPANY | $0 | $8K | $8K | 8.0% | 1 |
History & trajectory
9 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