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Sponsor portfolioWelfare / HealthEIN 94-1750717
SELF-HELP FOR THE ELDERLY
731 SANSOME STREET · SAN FRANCISCO, CA 94111
4156777600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
242
No prior year
Total participants
242
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 | $2.2M | 45.7% | |
| Prescription drug | $2.2M | 45.7% | |
| Dental | $202K | 4.2% | |
| Vision | $202K | 4.2% | |
| Other | $3K | 0.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 943021419 | HRx | $1.1M | 45.2% | 1 | 1 | 142 |
EIN 461183948 | HRx | $912K | 38.2% | 1 | 1 | 95 |
EIN 470098400 | DV | $202K | 8.4% | 1 | 1 | 242 |
EIN 941340523 | HRx | $190K | 8.0% | 1 | 1 | 17 |
EIN 943129474 | Oth | $3K | 0.1% | 1 | 1 | 95 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN JOSE, CA | AMERITAS LIFE INSURANCE CORP., KAISER FOUNDATION HEALTH PLAN INC., SUTTER HEALTH PLAN | $52K | $0 | $52K | 40.2% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | KAISER FOUNDATION HEALTH PLAN INC., CHINESE COMMUNITY HEALTH PLAN | $40K | $0 | $40K | 31.2% | 1 |
| WELLSON CHEUNG | SAN CARLOS, CA | AMERITAS LIFE INSURANCE CORP., KAISER FOUNDATION HEALTH PLAN INC., SUTTER HEALTH PLAN | $21K | $0 | $21K | 16.1% | 1 |
| WELCARE FINANCIAL GROUP | SAN CARLOS, CA | CHINESE COMMUNITY HEALTH PLAN | $16K | $0 | $16K | 12.5% | 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