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Sponsor portfolioWelfare / HealthEIN 93-4299738
STRADLING YOCCA CARLSON & RAUTH LLP
660 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660
9497254134
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
262
No prior year
Total participants
195
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 | $2.4M | 38.2% | |
| Prescription drug | $2.4M | 38.2% | |
| Other | $365K | 5.7% | |
| Life | $354K | 5.5% | |
| Short-term disability | $316K | 4.9% | |
| Long-term disability | $316K | 4.9% | |
| Dental | $153K | 2.4% | |
| Vision | $16K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.4M | 82.1% | 1 | 1 | 139 |
EIN 010278678 | LSTDLTDOth | $365K | 12.2% | 1 | 5 | 192 |
EIN 135581829 | D | $143K | 4.8% | 1 | 1 | 262 |
EIN 430949844 | V | $16K | 0.5% | 1 | 1 | 123 |
EIN 952879515 | D | $11K | 0.4% | 1 | 1 | 76 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | LAKE FOREST, CA | METROPOLITAN LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CALIFORNIA PHYSICIANS SERVICE | $38K | $4K | $42K | 83.2% | 1 |
| GROUP BENEFITS LTD | URBANDALE, IA | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC. | $7K | $0 | $7K | 13.8% | 1 |
| AACRISURE WEST INSURANCE SERVICES | GRAND RAPIDS, MI | UNUM INSURANCE COMPANY | $1K | $118 | $1K | 2.3% | 1 |
| JOHNSON RESOURCES | SCOTTSDALE, AZ | EYEMED VISION CARE | $339 | $0 | $339 | 0.7% | 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