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Sponsor portfolioWelfare / HealthEIN 83-1740146
UNITED STATES ENERGY FOUNDATION
55 SECOND STREET, 24TH FLOOR · SAN FRANCISCO, CA 94105
4155616700
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
416
No prior year
Total participants
127
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 | $2.3M | 26.9% | |
| Health | $2.2M | 26.1% | |
| Prescription drug | $2.2M | 26.1% | |
| Vision | $359K | 4.2% | |
| Life | $359K | 4.2% | |
| Short-term disability | $359K | 4.2% | |
| Long-term disability | $359K | 4.2% | |
| Other | $359K | 4.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxD | $2.0M | 75.1% | 1 | 1 | 238 |
EIN 135581829 | DVLSTDLTDOth | $359K | 13.8% | 1 | 1 | 416 |
EIN 941340523 | HRx | $289K | 11.1% | 1 | 1 | 46 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | GRAND RAPIDS, MI | KAISER FOUNDATION HEALTH PLAN INC., BLUE CROSS OF CALIFORNIA, METROPOLITAN LIFE INSURANCE COMPANY | $74K | $2K | $75K | 84.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | KAISER FOUNDATION HEALTH PLAN INC. | $6K | $0 | $6K | 7.2% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | KAISER FOUNDATION HEALTH PLAN INC. | $5K | $0 | $5K | 5.5% | 1 |
| ENROLLEASE | BETHESDA, MD | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.9% | 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