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Sponsor portfolioWelfare / HealthEIN 94-1451490
MARK THOMAS & COMPANY
2833 JUNCTION AVENUE · SAN JOSE, CA 95134
4084535373
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
858
No prior year
Total participants
435
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 | $2.4M | 40.2% | |
| Prescription drug | $2.4M | 40.2% | |
| Other | $316K | 5.4% | |
| Life | $257K | 4.4% | |
| Short-term disability | $257K | 4.4% | |
| Long-term disability | $257K | 4.4% | |
| Vision | $57K | 1.0% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.4M | 86.4% | 1 | 2 | 247 |
EIN 135123390 | LSTDLTDOth | $257K | 9.4% | 1 | 1 | 435 |
EIN 010278678 | Oth | $57K | 2.1% | 1 | 1 | 373 |
EIN 470098400 | V | $57K | 2.1% | 1 | 1 | 858 |
EIN 060838648 | Oth | $1K | 0.0% | 1 | 1 | 161 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | LAFAYETTE, CA | GUARDIAN LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., KAISER FOUNDATION HEALTH PLAN INC., HARTFORD LIFE AND ACCIDENT, UNUM LIFE INSURANCE COMPANY OF AMERICA | $114K | $13 | $114K | 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