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Sponsor portfolioWelfare / HealthEIN 94-1056137
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
500 CAPITOL MALL, SUITE 2350 · SACRAMENTO, CA 95814
8009225272
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$6.8M
No prior year
Persons covered
7,154
No prior year
Total participants
5,902
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 | $3.4M | 49.0% | |
| Stop-loss | $3.1M | 44.6% | |
| Long-term disability | $234K | 3.4% | |
| Life | $102K | 1.5% | |
| Other | $102K | 1.5% | |
| Dental | $2K | 0.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $3.4M | 49.7% | 1 | 1 | 286 |
EIN 954331852 | SL | $3.1M | 45.3% | 1 | 1 | 7,154 |
EIN 350472300 | LLTDOth | $335K | 4.9% | 1 | 7 | 472 |
EIN 952641865 | D | $2K | 0.0% | 1 | 1 | 6 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CENTERSTONE INSURANCE AND FINANCIAL | PHOENIX, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $48K | $17K | $64K | 90.8% | 1 |
| HOVER INSURANCE SERVICES | SANTA ROSA, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 6.8% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.4% | 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