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Sponsor portfolioWelfare / HealthEIN 94-1496052
MOMENTUM FOR HEALTH
1922 THE ALAMEDA · SAN JOSE, CA 95126
4082546828
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
433
No prior year
Total participants
433
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 | $4.5M | 36.3% | |
| Prescription drug | $4.5M | 36.3% | |
| Dental | $670K | 5.5% | |
| Vision | $670K | 5.5% | |
| Life | $670K | 5.5% | |
| Long-term disability | $670K | 5.5% | |
| Other | $670K | 5.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.7M | 71.4% | 1 | 1 | 346 |
EIN 461183948 | HRx | $795K | 15.5% | 1 | 1 | 103 |
EIN 135123390 | DVLLTDOth | $670K | 13.1% | 1 | 1 | 433 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HEFFERNAN INSURANCE BROKERS | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN INC., SUTTER HEALTH PLAN, GUARDIAN | $203K | $7K | $210K | 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