Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 94-1243656
EXCITE CREDIT UNION
151 BERNAL RD · SAN JOSE, CA 95119
4089795142
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
106
No prior year
Total participants
106
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 | $1.1M | 58.2% | |
| Other | $162K | 8.5% | |
| Dental | $155K | 8.1% | |
| Life | $155K | 8.1% | |
| Short-term disability | $155K | 8.1% | |
| Long-term disability | $155K | 8.1% | |
| Vision | $15K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $775K | 60.1% | 1 | 1 | 63 |
EIN 591031071 | H | $338K | 26.2% | 1 | 1 | 48 |
EIN 470322111 | DLSTDLTDOth | $155K | 12.1% | 1 | 1 | 106 |
EIN 860222062 | V | $15K | 1.1% | 1 | 1 | 92 |
EIN 135123390 | Oth | $7K | 0.5% | 1 | 1 | 20 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | GRAND RAPIDS, MI | KAISER FOUNDATION HEALTH PLAN, UNITED OF OMAHA LIFE INSUARNCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $45K | $2K | $47K | 64.1% | 1 |
| PROGRESSIVE BENEFIT GROUP | SANTA CRUZ, CA | KAISER FOUNDATION HEALTH PLAN, UNITED OF OMAHA LIFE INSUARNCE COMPANY | $18K | $0 | $18K | 25.2% | 1 |
| KILPATRICK COMPANIES LLC | HOUSTON, TX | UNITED OF OMAHA LIFE INSUARNCE COMPANY | $0 | $8K | $8K | 10.6% | 1 |
| PACIFIC ADVISORS LLC | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $28 | $0 | $28 | 0.0% | 1 |
History & trajectory
7 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