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Sponsor portfolioWelfare / HealthEIN 88-0252963
NORTH AMERICAN CLIENT SERVICES, INC.
25910 ACERO ROAD, SUITE 350 · MISSION VIEJO, CA 92691
9492402423
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
1,539
No prior year
Total participants
1,541
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 | $6.2M | 65.3% | |
| Prescription drug | $1.7M | 18.1% | |
| Dental | $708K | 7.5% | |
| Vision | $376K | 4.0% | |
| Other | $214K | 2.3% | |
| Life | $147K | 1.6% | |
| Short-term disability | $66K | 0.7% | |
| Long-term disability | $57K | 0.6% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.9M | 41.9% | 1 | 1 | 355 |
EIN 954331852 | H | $1.6M | 22.6% | 1 | 1 | 148 |
EIN 941340523 | HRx | $1.4M | 20.8% | 1 | 2 | 78 |
EIN 591031071 | D | $430K | 6.2% | 1 | 1 | 474 |
EIN 473938530 | HRxDV | $278K | 4.0% | 1 | 1 | 28 |
EIN 620331200 | LSTDLTDOth | $214K | 3.1% | 1 | 4 | 1,539 |
EIN 941632821 | V | $97K | 1.4% | 1 | 1 | 399 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN INC, BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, ARMADACARE | $330K | $4K | $335K | 93.4% | 1 |
| SYNERGY ENROLLMENT & BENEFITS LLC | SAN DIEGO, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17K | $94 | $17K | 4.7% | 1 |
| LOCKTON COMPANIES, LLC | PASADENA, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $90 | $6K | 1.7% | 1 |
| BCINSOURCING, LLC | OVERLAND PARK, KS | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $466 | $0 | $466 | 0.1% | 1 |
| EMPYREAN INSURANCE SERVICES, INC. | HOUSTON, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $343 | $0 | $343 | 0.1% | 1 |
History & trajectory
11 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