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Sponsor portfolioWelfare / HealthEIN 94-1247265
CRYSTAL SPRINGS UPLANDS SCHOOL
400 UPLANDS DRIVE · HILLSBOROUGH, CA 940106946
6503424175
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
157
No prior year
Total participants
136
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 | $2.1M | 48.4% | |
| Prescription drug | $2.1M | 48.4% | |
| Other | $44K | 1.0% | |
| Life | $34K | 0.8% | |
| Long-term disability | $27K | 0.6% | |
| Dental | $19K | 0.4% | |
| Vision | $11K | 0.2% | |
| Short-term disability | $7K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 954402957 | HRx | $2.1M | 94.8% | 1 | 1 | 119 |
EIN 470322111 | LSTDLTDOth | $68K | 3.0% | 1 | 4 | 157 |
EIN 135123390 | D | $19K | 0.9% | 1 | 1 | 131 |
EIN 010278678 | Oth | $18K | 0.8% | 1 | 1 | 88 |
EIN 941632821 | V | $11K | 0.5% | 1 | 1 | 124 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| YOLANDA ALCALA | PETALUMA, CA | HEALTH NET, UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $97K | $0 | $97K | 76.1% | 1 |
| IMA, INC. | DENVER, CO | HEALTH NET, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $30K | $0 | $30K | 23.7% | 1 |
| ANN LORENE FOLETTI | PETALUMA, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $248 | $0 | $248 | 0.2% | 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