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Sponsor portfolioWelfare / HealthEIN 94-2420293
PETERSON HOLDING CO.
955 MARINA BLVD. · SAN LEANDRO, CA 94577
5103576200
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
1,601
No prior year
Total participants
1,601
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 | $3.9M | 44.8% | |
| Prescription drug | $3.9M | 44.8% | |
| Life | $237K | 2.7% | |
| Short-term disability | $194K | 2.2% | |
| Long-term disability | $194K | 2.2% | |
| Other | $194K | 2.2% | |
| Vision | $55K | 0.6% | |
| Dental | $30K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.9M | 92.3% | 1 | 2 | 1,084 |
EIN 010278678 | LSTDLTDOth | $237K | 5.6% | 1 | 2 | 1,601 |
EIN 941632821 | V | $55K | 1.3% | 1 | 1 | 1,479 |
EIN 931171647 | D | $28K | 0.7% | 1 | 1 | 210 |
EIN 237328765 | D | $3K | 0.1% | 1 | 1 | 74 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | PASADENA, CA | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC, UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $6K | $18K | 100.0% | 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