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Sponsor portfolioWelfare / HealthEIN 94-1751726
LORD & SONS, INC.
430 EAST TRIMBLE ROAD · SAN JOSE, CA 95131
4088178900
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
287
No prior year
Total participants
253
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 | $922K | 36.6% | |
| Prescription drug | $922K | 36.6% | |
| Dental | $172K | 6.8% | |
| Vision | $100K | 4.0% | |
| Life | $100K | 4.0% | |
| Short-term disability | $100K | 4.0% | |
| Long-term disability | $100K | 4.0% | |
| Other | $100K | 4.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $922K | 77.2% | 1 | 1 | 78 |
EIN 941461312 | D | $172K | 14.4% | 1 | 1 | 287 |
EIN 135581829 | VLSTDLTDOth | $100K | 8.4% | 1 | 1 | 264 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LIBERTY COMPANY INSURANCE BROKERS | WOODLAND HILLS, CA | KAISER FOUNDATION HEALTH PLAN, INC., DELTA DENTAL OF CALIFORNIA | $54K | $0 | $54K | 67.0% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $5K | $24K | 30.2% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.6% | 1 |
| BENEFITS AMERICA INS. SVCS., LLC | NEWPORT BEACH, CA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $907 | $907 | 1.1% | 1 |
| GCG FINANCIAL LLC | NEWPORT BEACH, CA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $25 | $25 | 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