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Sponsor portfolioWelfare / HealthEIN 83-1585348
QUALIFIED
140 NEW MONTGOMERY STREET · SAN FRANCISCO, CA 94105
8332647533
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
522
No prior year
Total participants
230
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 | $2.4M | 42.1% | |
| Prescription drug | $2.4M | 42.1% | |
| Dental | $152K | 2.7% | |
| Vision | $148K | 2.6% | |
| Life | $148K | 2.6% | |
| Short-term disability | $148K | 2.6% | |
| Long-term disability | $148K | 2.6% | |
| Other | $148K | 2.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $2.3M | 83.7% | 1 | 1 | 522 |
EIN 591031071 | D | $152K | 5.7% | 1 | 1 | 210 |
EIN 135123390 | VLSTDLTDOth | $148K | 5.5% | 1 | 1 | 231 |
EIN 941340523 | HRx | $139K | 5.2% | 1 | 1 | 25 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $99K | $0 | $99K | 64.7% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | WALNUT CREEK, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $53K | $1K | $54K | 35.3% | 1 |
History & trajectory
4 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