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Sponsor portfolioWelfare / HealthEIN 86-0625199

GOLDBERG & OSBORNE, LLP

4423 E THOMAS RD STE 3 · PHOENIX, AZ 850187615
6028086200
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$641K
No prior year
Persons covered
177
No prior year
Total participants
86
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$641K
GOLDBERG & OSBORNE FLEXIBLE BENEFIT PLAN
Fully insured177 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$588K43.3%
Prescription drug$545K40.1%
Dental$45K3.3%
Life$43K3.2%
Short-term disability$43K3.2%
Long-term disability$43K3.2%
Other$43K3.2%
Vision$8K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$430K67.1%1187
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$115K17.9%1158
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$45K7.0%11177
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
HLSTDLTDOth
$43K6.8%1186
AVESIS INSURANCE INCORPORATED
EIN 860960007
V
$8K1.2%11111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CREST INSURANCE GROUP LLCTUCSON, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, AVESIS INSURANCE INCORPORATED, BLUE CROSS BLUE SHIELD OF ARIZONA, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$47K$1K$49K95.9%1
BLUE CROSS BLUE SHIELD OF FLORIDAPHOENIX, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$2K$2K4.1%1

History & trajectory

10 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
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