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Sponsor portfolioWelfare / HealthEIN 83-2354214
CLEVER CARE HEALTH PLAN INC.
7711 CENTER AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92647
5628888801
- Plans filed
- 3
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
513
No prior year
Total participants
233
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$2.5M
CLEVER CARE HEALTH PLAN INC. HEALTH AND WELFARE PLAN
Fully insured513 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$0
CLEVER CARE HEALTH PLAN INC. ANCILLARY PLAN
Self-funded0 covered·0 carriers
Plan #503$0
CLEVER CARE HEALTH PLAN INC. MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.2M | 56.2% | |
| Dental | $287K | 7.3% | |
| Vision | $287K | 7.3% | |
| Life | $287K | 7.3% | |
| Short-term disability | $287K | 7.3% | |
| Long-term disability | $287K | 7.3% | |
| Other | $287K | 7.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.9M | 77.6% | 1 | 1 | 212 |
EIN 135581829 | DVLSTDLTDOth | $287K | 11.5% | 1 | 1 | 513 |
EIN 941340523 | H | $273K | 10.9% | 1 | 1 | 37 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KCAL HEALTH INSURANCE SERVICES | HACIENDA HEIGHTS, CA | KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $126K | $79 | $126K | 84.3% | 1 |
| AMWINS | SANTA ANA, CA | KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $23K | $313 | $23K | 15.7% | 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