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Sponsor portfolioWelfare / HealthEIN 94-1231186
MONTERRA CREDIT UNION
350 CONVENTION WAY · REDWOOD CITY, CA 94063
6505621226
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
219
No prior year
Total participants
220
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 | $1.4M | 44.5% | |
| Prescription drug | $1.4M | 44.5% | |
| Other | $130K | 4.1% | |
| Life | $83K | 2.6% | |
| Long-term disability | $83K | 2.6% | |
| Dental | $32K | 1.0% | |
| Vision | $26K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.4M | 88.5% | 1 | 1 | 188 |
EIN 470322111 | LLTDOth | $83K | 5.2% | 1 | 1 | 219 |
EIN 620331200 | Oth | $44K | 2.7% | 1 | 2 | 17 |
EIN 941461312 | DOth | $32K | 2.0% | 1 | 2 | 176 |
EIN 941632821 | V | $26K | 1.6% | 1 | 1 | 169 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY | CAMPBELL, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $0 | $8K | 76.4% | 1 |
| ACRISURE LLC | MORAGA, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 23.6% | 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