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Sponsor portfolioWelfare / HealthEIN 94-1156501
LINCOLN
150 LINDEN STREET · OAKLAND, CA 94607
5102734700
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
269
No prior year
Total participants
244
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 | $1.9M | 41.8% | |
| Prescription drug | $1.9M | 41.8% | |
| Other | $199K | 4.5% | |
| Dental | $175K | 3.9% | |
| Life | $175K | 3.9% | |
| Long-term disability | $175K | 3.9% | |
| Vision | $15K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.5M | 70.7% | 1 | 1 | 245 |
EIN 461183948 | HRx | $396K | 19.0% | 1 | 1 | 49 |
EIN 381082080 | DLLTDOth | $175K | 8.4% | 1 | 1 | 201 |
EIN 770528349 | Oth | $25K | 1.2% | 1 | 1 | 244 |
EIN 954331852 | V | $15K | 0.7% | 1 | 1 | 269 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M & O AGENCIES INC | MESA, AZ | KAISER FOUNDATION HEALTH PLAN INC, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $88K | $0 | $88K | 81.7% | 1 |
| THE MAHONEY GROUP | MESA, AZ | SUTTER HEALTH PLAN | $20K | $0 | $20K | 18.3% | 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