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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $588K | 43.3% | |
| Prescription drug | $545K | 40.1% | |
| Dental | $45K | 3.3% | |
| Life | $43K | 3.2% | |
| Short-term disability | $43K | 3.2% | |
| Long-term disability | $43K | 3.2% | |
| Other | $43K | 3.2% | |
| Vision | $8K | 0.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860004538 | HRx | $430K | 67.1% | 1 | 1 | 87 |
EIN 362739571 | HRx | $115K | 17.9% | 1 | 1 | 58 |
EIN 135581829 | D | $45K | 7.0% | 1 | 1 | 177 |
EIN 860222062 | HLSTDLTDOth | $43K | 6.8% | 1 | 1 | 86 |
EIN 860960007 | V | $8K | 1.2% | 1 | 1 | 111 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CREST INSURANCE GROUP LLC | TUCSON, AZ | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, AVESIS INSURANCE INCORPORATED, BLUE CROSS BLUE SHIELD OF ARIZONA, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $47K | $1K | $49K | 95.9% | 1 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | PHOENIX, AZ | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 4.1% | 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