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Sponsor portfolioWelfare / HealthEIN 94-1676464

PORTERVILLE SHELTERED WORKSHOP

194 W POPLAR AVENUE · PORTERVILLE, CA 93257
5597841399
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
159
No prior year
Total participants
152
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
PORTERVILLE SHELTERED WORKSHOP HEALTH & WELFARE PLAN
Fully insured159 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M46.3%
Prescription drug$1.3M46.3%
Dental$66K2.3%
Vision$66K2.3%
Life$26K0.9%
Short-term disability$26K0.9%
Other$26K0.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 521996029
HRxLSTDOth
$1.3M95.3%12159
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$66K4.7%11105

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AHART INSURANCE SERVICESFRESNO, CAAMERITAS LIFE INSURANCE CORP., UNITEDHEALTHCARE INSURANCE COMPANY$36K$0$36K51.9%1
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CAAMERITAS LIFE INSURANCE CORP., UNITEDHEALTHCARE INSURANCE COMPANY$34K$0$34K48.1%1

History & trajectory

10 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
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