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Sponsor portfolioWelfare / HealthEIN 88-3712552
BYRON PARK
5790 FLEET ST #300 · CARLSBAD, CA 92008
7608045900
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
923
No prior year
Total participants
875
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $660K | 24.3% | |
| Prescription drug | $660K | 24.3% | |
| Other | $279K | 10.3% | |
| Life | $276K | 10.1% | |
| Short-term disability | $276K | 10.1% | |
| Long-term disability | $276K | 10.1% | |
| Dental | $154K | 5.7% | |
| Vision | $139K | 5.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $660K | 60.4% | 1 | 1 | 26 |
EIN 060838648 | LSTDLTDOth | $276K | 25.2% | 1 | 1 | 923 |
EIN 135581829 | DVOth | $141K | 12.9% | 1 | 2 | 667 |
EIN 941461312 | D | $15K | 1.4% | 1 | 1 | 59 |
EIN 010278678 | Oth | $1K | 0.1% | 1 | 1 | 3 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, KAISER FOUNDATION HEALTH PLAN INC., HARTFORD LIFE AND ACCIDENT, UNUM LIFE INSURANCE COMPANY OF AMERICA | $48K | $6K | $54K | 99.9% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37 | $0 | $37 | 0.1% | 1 |
| THOMAS CHRISTOPHER SMITH | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $25 | $0 | $25 | 0.0% | 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