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Sponsor portfolioWelfare / HealthEIN 94-1555914
MISSION BELL HOLDINGS, INC.
16100 JACQUELINE COURT · MORGAN HILL, CA 95037
4089428200
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
120
No prior year
Total participants
96
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.5M | 33.1% | |
| Prescription drug | $1.5M | 33.1% | |
| Other | $270K | 5.8% | |
| Dental | $259K | 5.6% | |
| Vision | $259K | 5.6% | |
| Life | $259K | 5.6% | |
| Short-term disability | $259K | 5.6% | |
| Long-term disability | $259K | 5.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | HRx | $829K | 45.9% | 1 | 1 | 120 |
EIN 941340523 | HRx | $708K | 39.2% | 1 | 1 | 81 |
EIN 135123390 | DVLSTDLTDOth | $259K | 14.3% | 1 | 1 | 100 |
EIN 570144607 | Oth | $11K | 0.6% | 1 | 1 | 15 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | KAISER FOUNDATION HEALTH PLAN, INC., COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $88K | $12K | $100K | 98.3% | 1 |
| BRITTANY LLOYD | EI DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $637 | $418 | $1K | 1.0% | 1 |
| CASEY JAMES KUGLER | EIKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $173 | $203 | 0.2% | 1 |
| BRIAN ROBERT LLOYD | EI DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $134 | $197 | 0.2% | 1 |
| STEPHANIE NOELLE KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | $31 | $176 | 0.2% | 1 |
| W F HILL AND ASSOCIATES INC | BINGHAM FARMS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $7 | $56 | 0.1% | 1 |
| IMA, INC. | PASADENA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.0% | 1 |
History & trajectory
5 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