| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.5M | 36.0% | |
| Prescription drug | $2.5M | 36.0% | |
| Other | $630K | 9.0% | |
| Life | $438K | 6.2% | |
| Short-term disability | $430K | 6.1% | |
| Long-term disability | $430K | 6.1% | |
| Dental | $20K | 0.3% | |
| Vision | $20K | 0.3% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.5M | 79.6% | 1 | 1 | 114 |
EIN 381082080 | LSTDLTDOth | $309K | 9.7% | 1 | 1 | 121 |
EIN 620331200 | Oth | $192K | 6.0% | 1 | 1 | 124 |
EIN 360883760 | LSTDLTDOth | $121K | 3.8% | 1 | 1 | 128 |
EIN 470098400 | DV | $20K | 0.6% | 1 | 1 | 112 |
EIN 946077403 | LOth | $8K | 0.2% | 1 | 1 | 130 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THOMAS MEANS | MOORPARK, CA | CALIFORNIA PHYSICIANS SERVICE, BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP. | $4K | $161K | $165K | 51.2% | 1 |
| TCS INSURANCE AGENCY INC | SAN RAFAEL, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $61K | $12K | $73K | 22.6% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | CALIFORNIA PHYSICIANS SERVICE, BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | $0 | $54K | $54K | 16.7% | 1 |
| HARRY LEVITT | PACIFIC PALISADES, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $25K | $1K | $26K | 8.1% | 1 |
| M FINANCIAL HOLDINGS INC | PORTLAND, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $4K | $4K | 1.3% | 1 |
| MGIS | SALT LAKE CITY, UT | RELIANCE STANDARD LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $176 | $176 | 0.1% | 1 |
| HAIGH, KAREN GOSS | YORBA LINDA, CA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $9 | $66 | 0.0% | 1 |