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Sponsor portfolioWelfare / HealthEIN 88-2464197
CAES SYSTEMS LLC
5300 HELLYER AVENUE · SAN JOSE, CA 95138
4084161027
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
2,110
No prior year
Total participants
2,136
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 | $4.1M | 34.9% | |
| Prescription drug | $4.1M | 34.9% | |
| Other | $1.8M | 15.0% | |
| Life | $1.4M | 11.7% | |
| Long-term disability | $423K | 3.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $4.1M | 65.2% | 1 | 2 | 339 |
EIN 350472300 | LLTDOth | $2.1M | 33.3% | 1 | 5 | 2,110 |
EIN 341650967 | Oth | $67K | 1.1% | 1 | 1 | 392 |
EIN 010278678 | Oth | $22K | 0.4% | 1 | 1 | 20 |
EIN 060838648 | Oth | $2K | 0.0% | 1 | 1 | 0 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | METLIFE LEGAL PLANS, UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $194 | $6K | 42.1% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | METLIFE LEGAL PLANS | $4K | $734 | $5K | 37.9% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 17.1% | 1 |
| BB&T INSURANCE SERVICES, INC. | RALIEGH, NC | METLIFE LEGAL PLANS | $0 | $242 | $242 | 1.9% | 1 |
| FBP INSURANCE SERVICES | IRVINE, CA | HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY | $128 | $0 | $128 | 1.0% | 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