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Sponsor portfolioWelfare / HealthEIN 84-1851622
MONTE CARLO DATA
548 MARKET STREET · SAN FRANCISCO, CA 94104
6507992908
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
320
No prior year
Total participants
322
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 | $2.2M | 65.2% | |
| Dental | $296K | 8.7% | |
| Vision | $296K | 8.7% | |
| Life | $296K | 8.7% | |
| Other | $296K | 8.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.2M | 86.3% | 1 | 1 | 298 |
EIN 420127290 | DVLOth | $289K | 11.5% | 1 | 1 | 320 |
EIN 941340523 | H | $47K | 1.9% | 1 | 2 | 10 |
EIN 990040115 | HDVLOth | $6K | 0.3% | 1 | 1 | 1 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, BLUE CROSS OF CALIFORNIA | $137K | $11K | $147K | 72.7% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN INC, BLUE CROSS OF CALIFORNIA | $668 | $42K | $43K | 21.2% | 1 |
| CENTRO BENEFITS RESEARCH LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $12K | $12K | 6.0% | 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