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Sponsor portfolioWelfare / HealthEIN 82-2904767
INSTITUTIONAL CASH DISTRIBUTORS
d/b/a ICD HOLDINGS, LLC
2033 NORTH MAIN STREET · WALNUT CREEK, CA 94596
8006114423
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$218K
No prior year
Persons covered
110
No prior year
Total participants
110
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 |
|---|---|---|---|
| Dental | $145K | 60.9% | |
| Long-term disability | $34K | 14.4% | |
| Life | $20K | 8.4% | |
| Other | $20K | 8.4% | |
| Vision | $19K | 7.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | D | $145K | 66.5% | 1 | 1 | 106 |
EIN 470322111 | LLTDOth | $54K | 24.9% | 1 | 3 | 110 |
EIN 941632821 | V | $19K | 8.6% | 1 | 1 | 101 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY | CAMPBELL, CA | STANDARD INSURANCE COMPANY, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $2K | $20K | 77.5% | 1 |
| ACRISURE LLC | GRAND RAPIDS, MI | VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 14.1% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 7.5% | 1 |
| ENROLLEASE | LAS VEGAS, NV | VISION SERVICE PLAN | $235 | $0 | $235 | 0.9% | 1 |
History & trajectory
2 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