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Sponsor portfolioWelfare / HealthEIN 94-2442039
BOARD OF TRUSTEES, CAL NECA
6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119
4082884400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
525
No prior year
Total participants
255
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 | $6.6M | 60.2% | |
| Prescription drug | $3.9M | 36.1% | |
| Dental | $361K | 3.3% | |
| Vision | $20K | 0.2% | |
| Life | $9K | 0.1% | |
| Other | $9K | 0.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $3.9M | 56.6% | 1 | 1 | 241 |
EIN 941340523 | H | $2.6M | 37.8% | 1 | 2 | 221 |
EIN 941461312 | D | $205K | 3.0% | 1 | 1 | 488 |
EIN 470098400 | D | $155K | 2.2% | 1 | 1 | 525 |
EIN 941632821 | V | $20K | 0.3% | 1 | 1 | 123 |
EIN 470322111 | LOth | $9K | 0.1% | 1 | 1 | 258 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FORT WASHINGTON, PA | KAISER FOUNDATION HEALTH PLAN, INC., BLUE SHIELD OF CALIFORNIA, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $72K | $94K | $167K | 99.9% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $161 | $161 | 0.1% | 1 |
History & trajectory
9 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