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Sponsor portfolioWelfare / HealthEIN 94-2321747
PACIFIC UNION COMPANY
1013 MAIN STREET · ST. HELENA, CA 94574
7076330252
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
235
No prior year
Total participants
133
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 | $1.6M | 84.3% | |
| Dental | $96K | 5.0% | |
| Vision | $96K | 5.0% | |
| Life | $37K | 1.9% | |
| Long-term disability | $37K | 1.9% | |
| Other | $37K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $883K | 50.2% | 1 | 1 | 138 |
EIN 941340523 | H | $744K | 42.3% | 1 | 1 | 97 |
EIN 470098400 | DV | $96K | 5.5% | 1 | 1 | 235 |
EIN 470322111 | LLTDOth | $37K | 2.1% | 1 | 1 | 133 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | LAFAYETTE, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP, KAISER FOUNDATION HEALTH PLAN, INC | $81K | $2K | $83K | 100.0% | 1 |
History & trajectory
2 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