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Sponsor portfolioWelfare / HealthEIN 88-0328494
WHITTIER HOLDINGS, INC.
d/b/a WHITTIER TRUST
177 EAST COLORADO BOULEVARD · PASADENA, CA 91105
6264415111
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$641K
No prior year
Persons covered
578
No prior year
Total participants
288
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 |
|---|---|---|---|
| Other | $352K | 29.3% | |
| Life | $334K | 27.9% | |
| Dental | $238K | 19.8% | |
| Long-term disability | $224K | 18.7% | |
| Vision | $52K | 4.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941461312 | D | $238K | 37.1% | 1 | 1 | 578 |
EIN 930242990 | LLTDOth | $224K | 34.9% | 1 | 1 | 288 |
EIN 360792925 | LOth | $110K | 17.2% | 1 | 1 | 36 |
EIN 941632821 | V | $52K | 8.1% | 1 | 1 | 251 |
EIN 222342710 | Oth | $18K | 2.7% | 1 | 1 | 73 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVOCATE, INC. | NEW YORK, NY | VISION SERVICE PLAN, DELTA DENTAL OF CALIFORNIA, TRUSTMARK INSURANCE COMPANY | $43K | $0 | $43K | 50.4% | 1 |
| NWB HOME OFFICE | LAKE FOREST, IL | TRUSTMARK INSURANCE COMPANY | $24K | $0 | $24K | 27.6% | 1 |
| EXECUTIVE FINANCIAL BENE-FACTS INC | LOS ANGELES, CA | STANDARD INSURANCE COMPANY | $9K | $0 | $9K | 10.1% | 1 |
| NAVA BENEFITS | NEW YORK, NY | STANDARD INSURANCE COMPANY | $8K | $0 | $8K | 10.0% | 1 |
| BURNHAM BENEFITS INSURANCE SERVICES | IRVINE, CA | METROPOLITAN GENERAL INSURANCE COMPANY | $2K | $0 | $2K | 1.9% | 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