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Sponsor portfolioWelfare / HealthEIN 91-1748201
ACUMEN, LLC
500 AIRPORT BOULEVARD, SUITE 100 · BURLINGAME, CA 94010
6505588882
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
544
No prior year
Total participants
547
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 | $4.7M | 35.3% | |
| Prescription drug | $4.7M | 35.3% | |
| Other | $676K | 5.0% | |
| Dental | $653K | 4.9% | |
| Vision | $653K | 4.9% | |
| Life | $653K | 4.9% | |
| Short-term disability | $653K | 4.9% | |
| Long-term disability | $653K | 4.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $3.8M | 70.6% | 1 | 1 | 364 |
EIN 941340523 | HRx | $917K | 16.9% | 1 | 1 | 124 |
EIN 135123390 | DVLSTDLTDOth | $653K | 12.0% | 1 | 1 | 544 |
EIN 222342710 | Oth | $24K | 0.4% | 1 | 1 | 104 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HEFFERNAN INSURANCE BROKERS | WALNUT CREEK, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, METROPOLITAN GENERAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC. | $262K | $8K | $270K | 96.5% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | $0 | $10K | 3.5% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | DES MOINES, IA | METROPOLITAN GENERAL INSURANCE COMPANY | -$4 | $0 | -$4 | -0.0% | 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