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Sponsor portfolioWelfare / HealthEIN 94-1341042
FRANK, RIMERMAN + CO. LLP
60 SOUTH MARKET ST. · SAN JOSE, CA 95113
4082795566
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$9.4M
No prior year
Persons covered
862
No prior year
Total participants
797
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 | $8.7M | 43.2% | |
| Prescription drug | $8.7M | 43.2% | |
| Life | $686K | 3.4% | |
| Short-term disability | $686K | 3.4% | |
| Long-term disability | $686K | 3.4% | |
| Other | $686K | 3.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 942767563 | HRx | $5.7M | 61.2% | 1 | 1 | 409 |
EIN 941340523 | HRx | $3.0M | 31.5% | 1 | 3 | 336 |
EIN 221211670 | LSTDLTDOth | $686K | 7.3% | 1 | 1 | 862 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN INC., GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS, PRUDENTIAL INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $340K | $37K | $377K | 100.0% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $175 | $175 | 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