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Sponsor portfolioWelfare / HealthEIN 94-2641147
BECOMING INDEPENDENT
1455 CORPORATE CENTER PARKWAY · SANTA ROSA, CA 95407
7075246600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$837K
No prior year
Persons covered
152
No prior year
Total participants
65
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 | $742K | 50.3% | |
| Prescription drug | $391K | 26.5% | |
| Dental | $85K | 5.8% | |
| Life | $82K | 5.6% | |
| Long-term disability | $82K | 5.6% | |
| Other | $82K | 5.6% | |
| Vision | $11K | 0.7% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $391K | 46.6% | 1 | 1 | 40 |
EIN 461183948 | H | $325K | 38.8% | 1 | 1 | 59 |
EIN 135581829 | DLLTDOth | $82K | 9.8% | 1 | 3 | 152 |
EIN 362739571 | H | $26K | 3.1% | 1 | 1 | 4 |
EIN 941632821 | V | $9K | 1.0% | 1 | 1 | 37 |
EIN 952879515 | D | $3K | 0.4% | 1 | 1 | 20 |
EIN 430949844 | V | $2K | 0.2% | 1 | 1 | 26 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP | WALNUT CREEK, CA | UNITEDHEALTHCARE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $22K | $0 | $22K | 51.3% | 1 |
| PINNACLE EMPLOYEE BENEFITS LLC | WALNUT CREEK, WA | SUTTER HEALTH PLAN | $16K | $0 | $16K | 37.6% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $5K | $0 | $5K | 11.0% | 1 |
History & trajectory
10 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