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Sponsor portfolioWelfare / HealthEIN 81-5179315
GELFAND, RENNERT AND FELDMAN, LLC
1880 CENTURY PARK EAST, SUITE 1600 · LOS ANGELES, CA 90067
3107123556
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
714
No prior year
Total participants
619
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 | $645K | 35.2% | |
| Prescription drug | $645K | 35.2% | |
| Other | $165K | 9.0% | |
| Life | $126K | 6.9% | |
| Short-term disability | $88K | 4.8% | |
| Vision | $65K | 3.6% | |
| Dental | $61K | 3.3% | |
| Long-term disability | $35K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $645K | 60.9% | 1 | 1 | 617 |
EIN 470322111 | LSTDLTDOth | $288K | 27.2% | 1 | 8 | 619 |
EIN 430949844 | V | $65K | 6.2% | 1 | 1 | 714 |
EIN 941461312 | D | $61K | 5.7% | 1 | 2 | 579 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CAPITAL FINANCIAL PLC | SCOTTSDALE, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $278K | $24K | $302K | 71.8% | 1 |
| DAVID SCOTT KOUSHEL | SCOTTSDALE, AZ | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DELTA DENTAL OF CALIFORNIA | $49K | $0 | $49K | 11.6% | 1 |
| CAPITAL FINANCIAL GROUP INC | SCOTTSDALE, AZ | UNITED OF OMAHA LIFE INSURANCE COMPANY | $41K | $0 | $41K | 9.7% | 1 |
| INSURANCEASSIST, INC | TORRANCE, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $26K | $26K | 6.3% | 1 |
| INTEGRO INSURANCE BROKERS | INDIANAPOLIS, IN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 0.5% | 1 |
| INASSIST INSURANCE SERVICES | TORRANCE, CA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $771 | $0 | $771 | 0.2% | 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