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Sponsor portfolioWelfare / HealthEIN 94-1446346
BROWN AND CALDWELL
201 NORTH CIVIC DRIVE, SUITE 115 · WALNUT CREEK, CA 94596
3032395461
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
3,448
No prior year
Total participants
2,438
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 |
|---|---|---|---|
| Other | $1.8M | 17.4% | |
| Health | $1.6M | 16.0% | |
| Prescription drug | $1.6M | 16.0% | |
| Life | $1.6M | 15.5% | |
| Short-term disability | $1.6M | 15.5% | |
| Long-term disability | $1.6M | 15.5% | |
| Vision | $305K | 3.0% | |
| Dental | $107K | 1.0% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $1.6M | 44.0% | 1 | 1 | 2,390 |
EIN 941340523 | HRx | $1.1M | 31.7% | 1 | 1 | 160 |
EIN 990040115 | HRx | $385K | 10.7% | 1 | 1 | 59 |
EIN 840747736 | V | $198K | 5.5% | 1 | 1 | 3,448 |
EIN 066033492 | HRxDV | $107K | 3.0% | 1 | 1 | 13 |
EIN 421338303 | Oth | $95K | 2.6% | 1 | 1 | 732 |
EIN 363739783 | Oth | $51K | 1.4% | 1 | 1 | 2,390 |
EIN 010278678 | Oth | $41K | 1.1% | 1 | 1 | 30 |
EIN 250687550 | $0 | 0.0% | 1 | 1 | 2,390 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., AETNA LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY | $174K | $48K | $221K | 100.0% | 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