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Sponsor portfolioWelfare / HealthEIN 85-3272514
CARMEL PARTNERS MANAGEMENT, LLC
1000 SANSOME STREET, FIRST FLOOR · SAN FRANCISCO, CA 94111
4152732900
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
644
No prior year
Total participants
274
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 | $4.8M | 44.8% | |
| Prescription drug | $4.8M | 44.8% | |
| Other | $254K | 2.4% | |
| Dental | $216K | 2.0% | |
| Life | $209K | 1.9% | |
| Short-term disability | $209K | 1.9% | |
| Long-term disability | $209K | 1.9% | |
| Vision | $32K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $4.8M | 90.6% | 1 | 1 | 435 |
EIN 135581829 | D | $216K | 4.1% | 1 | 1 | 644 |
EIN 231503749 | LSTDLTDOth | $209K | 3.9% | 1 | 1 | 274 |
EIN 591031071 | Oth | $44K | 0.8% | 1 | 1 | 274 |
EIN 941632821 | V | $32K | 0.6% | 1 | 1 | 224 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, CALIFORNIA PHYSICIANS SERVICE, METROPOLITAN LIFE INSURANCE COMPANY | $35K | $255K | $290K | 97.8% | 1 |
| BURNHAM BENEFITS INSURANCE SERVICES | IRVINE, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | $0 | $7K | 2.2% | 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