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Sponsor portfolioWelfare / HealthEIN 94-1214350
L.N. CURTIS & SONS
185 LENNON LN · WALNUT CREEK, CA 94598
5108395111
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 45
- Latest filing
- 2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
332
No prior year
Total participants
332
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 | $3.3M | 50.0% | |
| Dental | $3.2M | 47.9% | |
| Life | $79K | 1.2% | |
| Long-term disability | $43K | 0.6% | |
| Vision | $15K | 0.2% | |
| Other | $2K | 0.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232169745 | HD | $3.3M | 96.0% | 1 | 2 | 332 |
EIN 520913817 | VL | $94K | 2.7% | 1 | 2 | 323 |
EIN 381082080 | LTD | $43K | 1.2% | 1 | 1 | 105 |
EIN 330052273 | Oth | $2K | 0.1% | 1 | 1 | 131 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN JOSE, CA | AETNA LIFE INSURANCE CO., AETNA HEALTH, INC., HEALTH AND HUMAN RESOURCE CENTER, ANTHEM LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $170K | $577 | $171K | 100.0% | 1 |
History & trajectory
10 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