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Sponsor portfolioWelfare / HealthEIN 94-1695235

HM CLAUSE, INC.

260 COUSTEAU PLACE · DAVIS, CA 95618
5307473722
Plans filed
2
Years active
2015–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$410K
No prior year
Persons covered
458
No prior year
Total participants
446
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #506$410K
HM. CLAUSE, INC. WELFARE BENEFIT PLAN
Mixed458 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$0
HM.CLAUSE CAFETERIA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$380K36.4%
Life$216K20.7%
Short-term disability$216K20.7%
Long-term disability$216K20.7%
Dental$17K1.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$365K89.0%14458
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$19K4.7%11132
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$17K4.2%1128
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$6K1.4%11389
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$3K0.8%11440

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLC—UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$33K$610$33K97.8%1
MARSH & MCLENNAN AGENCY LLCNEW YORK, NYZURICH AMERICAN INSURANCE COMPANY$643$0$6431.9%1
SMITH, THOMAS, CHRISTOPHERNASHVILLE, TNUNUM LIFE INSURANCE COMPANY OF AMERICA$110$0$1100.3%1
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY-$1$0-$1-0.0%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
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