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Sponsor portfolioWelfare / HealthEIN 82-0671529

JERRY SERVICES, INC.

430 SHERMAN AVENUE, SUITE 305 · PALO ALTO, CA 94306
4084094445
Plans filed
1
Years active
2022–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$159K
No prior year
Persons covered
196
No prior year
Total participants
115
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$159K
JERRY SERVICES, INC HEALTH AND WELFARE PLAN
Fully insured196 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$132K31.0%
Prescription drug$132K31.0%
Dental$27K6.3%
Vision$27K6.3%
Life$27K6.3%
Short-term disability$27K6.3%
Long-term disability$27K6.3%
Other$27K6.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$71K44.3%1171
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRx
$62K38.7%1126
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$27K16.9%11196
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 122345678
$00.0%11115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CAPRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, UNIVERA HEALTHCARE$12K$0$12K100.0%1

History & trajectory

3 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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