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Sponsor portfolioWelfare / HealthEIN 86-1291266
AQ SAGE PERSONNEL, LLC
d/b/a SAGEVIEW ADVISORY GROUP
4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660
8008148742
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$3.2M
No prior year
Persons covered
326
No prior year
Total participants
269
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 | $2.7M | 51.4% | |
| Vision | $517K | 9.7% | |
| Life | $517K | 9.7% | |
| Short-term disability | $517K | 9.7% | |
| Long-term disability | $517K | 9.7% | |
| Other | $517K | 9.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $2.6M | 81.3% | 1 | 1 | 326 |
EIN 135123390 | VLSTDLTDOth | $517K | 15.9% | 1 | 1 | 257 |
EIN 990040115 | H | $89K | 2.8% | 1 | 1 | 6 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BURNHAM BENEFITS INSURANCE SERVICES | IRVINE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $63K | $10K | $73K | 86.1% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | TAMPA, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $9K | $12K | 13.9% | 1 |
History & trajectory
3 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