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Sponsor portfolioWelfare / HealthEIN 91-2160583
SENIOR RESOURCE GROUP, LLC
500 STEVENS AVENUE · SOLANA BEACH, CA 92075
8587929300
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,838
No prior year
Total participants
1,842
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 | $1.3M | 20.3% | |
| Health | $1.0M | 15.6% | |
| Dental | $1.0M | 15.6% | |
| Prescription drug | $1.0M | 15.6% | |
| Vision | $898K | 14.0% | |
| Life | $405K | 6.3% | |
| Short-term disability | $405K | 6.3% | |
| Long-term disability | $405K | 6.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxDVOth | $898K | 63.6% | 1 | 1 | 1,529 |
EIN 231503749 | LSTDLTDOth | $405K | 28.7% | 1 | 1 | 1,838 |
EIN 122345678 | HRxD | $106K | 7.5% | 1 | 1 | 32 |
EIN 010278678 | Oth | $3K | 0.2% | 1 | 1 | 6 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | LOS ANGELES, CA | SIMNSA, LIFE INSURANCE COMPANY OF NORTH AMERICA, AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $127K | $55K | $182K | 86.9% | 1 |
| WINSTON FINANCIAL SERVICES | MANASQUAN, NJ | AETNA LIFE INSURANCE COMPANY | $27K | $0 | $27K | 13.0% | 1 |
| AON CONSULTING INC | FARMINGTON, CT | UNUM LIFE INSURANCE COMPANY OF AMERICA | $171 | $0 | $171 | 0.1% | 1 |
History & trajectory
10 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