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Sponsor portfolioWelfare / HealthEIN 84-4229416
SWEET JAMES
4220 VON KARMAN AVENUE · NEWPORT BEACH, CA 92660
9495611561
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
235
No prior year
Total participants
294
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 | $1.8M | 27.8% | |
| Life | $1.2M | 19.4% | |
| Long-term disability | $1.2M | 19.4% | |
| Other | $1.2M | 19.4% | |
| Prescription drug | $528K | 8.4% | |
| Dental | $179K | 2.8% | |
| Vision | $179K | 2.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HLLTDOth | $1.2M | 63.4% | 1 | 1 | 112 |
EIN 941340523 | HRx | $528K | 27.3% | 1 | 1 | 89 |
EIN 135123390 | DV | $179K | 9.3% | 1 | 1 | 235 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $91K | $87 | $91K | 71.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $30K | $6K | $36K | 28.5% | 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