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Sponsor portfolioWelfare / HealthEIN 94-1156530

FELTON INSTITUTE FAMILY SERVICE AGENCY OF SAN FRANCISCO

1001 ATLANTIC AVE · ALAMEDA, CA 94501
4154747310
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
515
No prior year
Total participants
443
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
FELTON INSTITUTE FAMILY SERVICE AGENCY OF SAN FRANCISCO WRAP BENEFIT PLAN
Fully insured515 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M47.2%
Prescription drug$3.9M47.0%
Dental$289K3.4%
Other$88K1.0%
Life$54K0.6%
Vision$44K0.5%
Short-term disability$19K0.2%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.6M60.2%11328
SUTTER HEALTH PLAN
EIN 461183948
HRx
$1.3M29.5%11130
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$289K6.6%11411
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$85K1.9%15469
EYEMED VISION CARE
EIN 430949844
V
$44K1.0%11382
LANDMARK HEALTHPLAN
EIN 680352158
HSTD
$19K0.4%11515
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$15K0.3%1179

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.GLENDALE, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, EYEMED VISION CARE, SUTTER HEALTH PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$189K$3K$192K99.5%1
MASOLI LEGACY LLCCONCORD, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$1K$0$1K0.5%1

History & trajectory

8 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
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