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Sponsor portfolioWelfare / HealthEIN 85-0833976
BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC
31920 DEL OBISBO ST. SUITE 260 · SAN JUAN CAPISTRANO, CA 92675
9495450500
- Plans filed
- 1
- Years active
- 2021–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$949K
No prior year
Persons covered
166
No prior year
Total participants
99
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 | $835K | 62.8% | |
| Other | $146K | 11.0% | |
| Prescription drug | $119K | 9.0% | |
| Dental | $48K | 3.6% | |
| Vision | $45K | 3.4% | |
| Life | $45K | 3.4% | |
| Short-term disability | $45K | 3.4% | |
| Long-term disability | $45K | 3.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $681K | 71.7% | 1 | 1 | 90 |
EIN 941340523 | HRx | $119K | 12.6% | 1 | 1 | 11 |
EIN 135581829 | HDVLSTDLTDOth | $80K | 8.4% | 1 | 4 | 166 |
EIN 010278678 | Oth | $66K | 7.0% | 1 | 1 | 50 |
EIN 952879515 | D | $3K | 0.3% | 1 | 1 | 59 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA | $45K | $0 | $45K | 53.4% | 1 |
| BURNHAM BENEFITS INSURANCE SERVICES | IRVINE, CA | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC | $14K | $3K | $17K | 20.6% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $6K | $16K | 18.5% | 1 |
| GIS BENEFITS INC | MORRIS, IL | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY | $4K | $2K | $6K | 7.5% | 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