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Sponsor portfolioWelfare / HealthEIN 86-1547428

SERVE OPERATING CO.

730 BROADWAY STREET · REDWOOD CITY, CA 94063
8188601352
Plans filed
1
Years active
2025–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
322
No prior year
Total participants
322
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
HEALTH AND WELFARE PLAN
Fully insured322 covered·2 carriers
Primary: CALIFORNIA CHOICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M64.4%
Dental$172K5.9%
Vision$172K5.9%
Life$172K5.9%
Short-term disability$172K5.9%
Long-term disability$172K5.9%
Other$172K5.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA CHOICE
EIN 122345678
H
$1.9M91.6%11258
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$172K8.4%11322

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADVOCATE, INC.NEW YORK, NYCALIFORNIA CHOICE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$109K$0$109K62.3%1
BROWN & BROWN INSURANCE SERVICESREDWOOD, CACALIFORNIA CHOICE$59K$0$59K33.7%1
ALTERITY BROKER SOLUTIONSSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K$0$7K4.0%1

Policy details

Latest year, by plan
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