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Sponsor portfolioWelfare / HealthEIN 86-3384531
IX CAPITAL OPTIMAD HOLDINGS, LLC
453 SPRING STREET SUITE 400 · LOS ANGELES, CA 90013
9179219877
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
136
No prior year
Total participants
138
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 | $1.2M | 89.0% | |
| Dental | $56K | 4.1% | |
| Short-term disability | $34K | 2.5% | |
| Long-term disability | $19K | 1.4% | |
| Other | $17K | 1.3% | |
| Life | $13K | 1.0% | |
| Vision | $10K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.1M | 83.4% | 1 | 1 | 115 |
EIN 350472300 | DVLSTDLTDOth | $133K | 9.8% | 1 | 7 | 136 |
EIN 941340523 | H | $83K | 6.1% | 1 | 1 | 8 |
EIN 042381280 | Oth | $10K | 0.7% | 1 | 2 | 41 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | HUNT VALLEY, MD | KAISER FOUNDATION HEALTH PLAN, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY | $14K | $61K | $76K | 98.6% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | $886 | $0 | $886 | 1.2% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | NEW YORK, NY | UNUM INSURANCE COMPANY | $164 | $8 | $172 | 0.2% | 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