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Sponsor portfolioWelfare / HealthEIN 83-2804634
VISTA POINT FINANCIAL HOLDINGS
1920 MAIN STREET, SUITE 200 · IRVINE, CA 92614
9493333682
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
128
No prior year
Total participants
128
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 | $1.6M | 37.6% | |
| Prescription drug | $1.6M | 37.6% | |
| Dental | $177K | 4.2% | |
| Vision | $174K | 4.1% | |
| Life | $174K | 4.1% | |
| Short-term disability | $174K | 4.1% | |
| Long-term disability | $174K | 4.1% | |
| Other | $174K | 4.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.4M | 76.4% | 1 | 1 | 75 |
EIN 941340523 | HRx | $241K | 13.6% | 1 | 1 | 26 |
EIN 420127290 | DVLSTDLTDOth | $174K | 9.8% | 1 | 1 | 128 |
EIN 390714280 | D | $3K | 0.2% | 1 | 1 | 12 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | HUNTINGTON BEACH, CA | CALIFORNIA PHYSICIANS SERVICE, HUMANA, INC., KAISER FOUNDATION HEALTH PLAN INC., PRINCIPAL LIFE INSURANCE COMPANY | $97K | $5K | $102K | 76.8% | 1 |
| AMWINS | SAN MATEO, CA | CALIFORNIA PHYSICIANS SERVICE, KAISER FOUNDATION HEALTH PLAN INC., PRINCIPAL LIFE INSURANCE COMPANY | $3K | $28K | $31K | 23.2% | 1 |
Policy details
Latest year, by plan