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Sponsor portfolioWelfare / HealthEIN 94-2288901
SHARTSIS FRIESE LLP
425 MARKET STREET · SAN FRANCISCO, CA 94105
4154216500
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
196
No prior year
Total participants
121
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 | $2.5M | 44.7% | |
| Prescription drug | $2.5M | 44.7% | |
| Life | $145K | 2.6% | |
| Long-term disability | $145K | 2.6% | |
| Other | $145K | 2.6% | |
| Dental | $123K | 2.2% | |
| Vision | $31K | 0.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.3M | 45.8% | 1 | 1 | 75 |
EIN 941340523 | HRx | $1.2M | 43.5% | 1 | 1 | 96 |
EIN 221211670 | LLTDOth | $145K | 5.2% | 1 | 1 | 114 |
EIN 941461312 | D | $123K | 4.4% | 1 | 1 | 196 |
EIN 941632821 | V | $31K | 1.1% | 1 | 1 | 97 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | LOS ANGELES, CA | VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., CALIFORNIA PHYSICIANS SERVICE, PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF CALIFORNIA | $58K | $68K | $127K | 82.5% | 1 |
| CHRISTOPHER A HAMMETT | SAN JOSE, CA | CALIFORNIA PHYSICIANS SERVICE | $26K | $1K | $27K | 17.5% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $24 | $24 | 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