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Sponsor portfolioWelfare / HealthEIN 94-1262506
MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH LLP
7647 NORTH FRESNO STREET · FRESNO, CA 93720
5594331300
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
188
No prior year
Total participants
188
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 | 44.4% | |
| Prescription drug | $1.4M | 44.4% | |
| Other | $118K | 3.7% | |
| Life | $107K | 3.4% | |
| Long-term disability | $107K | 3.4% | |
| Vision | $24K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.2M | 79.2% | 1 | 1 | 162 |
EIN 880193357 | HRx | $179K | 11.6% | 1 | 1 | 23 |
EIN 135123390 | LLTDOth | $107K | 7.0% | 1 | 1 | 188 |
EIN 941632821 | V | $24K | 1.6% | 1 | 1 | 158 |
EIN 570514130 | Oth | $10K | 0.7% | 1 | 1 | 8 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC. | $68K | $3K | $72K | 82.7% | 1 |
| BROWN & BROWN INSURANCE SERVICES | ORANGE, OR | PROMINENCE HEALTH PLAN | $14K | $0 | $14K | 16.5% | 1 |
| PATRICA LOUISE HOLT | FRESNO, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $328 | $0 | $328 | 0.4% | 1 |
| STONE INSURANCE AGENCY INC | FRESNO, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $161 | $0 | $161 | 0.2% | 1 |
| JOSEPH LINVILLE | FRESNO, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $111 | $0 | $111 | 0.1% | 1 |
| MELANIE A BERGMAN | CLOVIS, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | $0 | $31 | 0.0% | 1 |
| FRANK ROBERT SOBOCINSKI | JUPITER, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | $0 | $29 | 0.0% | 1 |
| DAVID J. FOLIA | FRESNO, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 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