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Sponsor portfolioWelfare / HealthEIN 94-0463800
EXCHANGE BANK
PO BOX 403 · SANTA ROSA, CA 95402
7075243133
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
367
No prior year
Total participants
367
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 | $4.3M | 42.8% | |
| Prescription drug | $4.3M | 42.8% | |
| Dental | $437K | 4.3% | |
| Vision | $437K | 4.3% | |
| Other | $204K | 2.0% | |
| Life | $191K | 1.9% | |
| Long-term disability | $191K | 1.9% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.6M | 71.2% | 1 | 1 | 365 |
EIN 680393304 | HRx | $793K | 15.9% | 1 | 1 | 102 |
EIN 930242990 | DV | $437K | 8.8% | 1 | 1 | 308 |
EIN 350472300 | LLTDOth | $191K | 3.8% | 1 | 1 | 221 |
EIN 331206383 | Oth | $12K | 0.2% | 1 | 1 | 367 |
EIN 010278678 | Oth | $1K | 0.0% | 1 | 1 | 5 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $218 | $7K | $7K | 100.0% | 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