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Sponsor portfolioWelfare / HealthEIN 92-2372779
CV3 FINANCIAL SERVICES, LLC
2101 EAST EL SEGUNDO BLVD. STE #203 · EL SEGUNDO, CA 90245
9498490006
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
339
No prior year
Total participants
236
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 | $2.5M | 72.3% | |
| Other | $193K | 5.6% | |
| Dental | $186K | 5.4% | |
| Life | $185K | 5.3% | |
| Short-term disability | $185K | 5.3% | |
| Long-term disability | $185K | 5.3% | |
| Vision | $31K | 0.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $2.5M | 86.0% | 1 | 1 | 189 |
EIN 591031071 | D | $186K | 6.4% | 1 | 1 | 202 |
EIN 410451140 | LSTDLTDOth | $185K | 6.3% | 1 | 1 | 339 |
EIN 941632821 | V | $31K | 1.1% | 1 | 1 | 209 |
EIN 731016728 | Oth | $9K | 0.3% | 1 | 1 | 48 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITEDHEALTHCARE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, RELIASTAR LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $235K | $1K | $236K | 100.0% | 1 |
History & trajectory
2 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