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Sponsor portfolioWelfare / HealthEIN 82-1962454
ALBERT & MACKENZIE LLP
28216 DOROTHY DRIVE · AGOURA HILLS, CA 91301
8185759876
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.7M
No prior year
Persons covered
79,413
No prior year
Total participants
405
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 | $4.4M | 33.1% | |
| Prescription drug | $4.4M | 33.1% | |
| Dental | $3.2M | 24.2% | |
| Life | $297K | 2.3% | |
| Short-term disability | $297K | 2.3% | |
| Long-term disability | $297K | 2.3% | |
| Other | $297K | 2.3% | |
| Vision | $64K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxD | $3.2M | 67.4% | 1 | 1 | 79,413 |
EIN 840591617 | HRx | $1.2M | 24.9% | 1 | 2 | 163 |
EIN 010278678 | LSTDLTDOth | $297K | 6.3% | 1 | 1 | 405 |
EIN 941632821 | V | $64K | 1.4% | 1 | 1 | 341 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF COLORADO | $196K | $5K | $201K | 75.4% | 1 |
| CLEARPATH BENEFIT ADVISORS LLC | COLUMBUS, OH | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF COLORADO | $53K | $0 | $53K | 20.0% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $12K | $12K | 4.6% | 1 |
History & trajectory
8 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