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Sponsor portfolioWelfare / HealthEIN 94-1732538

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY

3875 W BEECHWOOD AVE. · FRESNO, CA 93711
5596466618
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
11,678
No prior year
Total participants
1,367
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.6M
UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY BENEFIT PLAN
Mixed11,678 covered·4 carriers
Primary: QBE INSURANCE
Plan #502$0
UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY FLEXIBLE BENEFITS PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M38.1%
Prescription drug$890K16.8%
Other$609K11.5%
Life$597K11.2%
Short-term disability$597K11.2%
Long-term disability$597K11.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QBE INSURANCE
EIN 222311816
H
$1.1M41.1%1111,678
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$890K33.8%1190
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$609K23.1%121,294
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$51K1.9%11112

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PROFESSIONAL BENEFITS TEAM INC.FRESNO, CASUN LIFE ASSURANCE COMPANY OF CANADA$78K$0$78K33.3%1
CRC BENEFITSPHOENIX, AZQBE INSURANCE$0$54K$54K23.1%1
PBT INSURANCE SERVICES LLCFRESNO, CACALIFORNIA PHYSICIANS' SERVICE, UNITED HEALTHCARE INSURANCE COMPANY$50K$0$50K21.1%1
KERRIGAN R KAHLCLOVIS, CASUN LIFE ASSURANCE COMPANY OF CANADA$28K$0$28K11.9%1
KEYARX CAPITAL ADVISORSHOLMDEL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$25K$0$25K10.7%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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