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Sponsor portfolioWelfare / HealthEIN 94-2789696
MONTAGE HEALTH
23625 HOLMAN HIGHWAY · MONTEREY, CA 93940
8316245311
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
2,839
No prior year
Total participants
328
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 |
|---|---|---|---|
| Other | $1.2M | 44.4% | |
| Life | $773K | 29.5% | |
| Vision | $408K | 15.6% | |
| Dental | $276K | 10.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620331200 | LOth | $498K | 31.7% | 1 | 2 | 693 |
EIN 941632821 | V | $408K | 25.9% | 1 | 1 | 2,839 |
EIN 360883760 | Oth | $358K | 22.8% | 1 | 1 | 381 |
EIN 391263473 | DLOth | $276K | 17.6% | 1 | 1 | 328 |
EIN 522135463 | Oth | $32K | 2.0% | 1 | 1 | 2,390 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | RELIANCE STANDARD LIFE INSURANCE COMPANY | $93K | $3K | $95K | 32.8% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY | $74K | $11K | $85K | 29.3% | 1 |
| AON CONSULTING INC | FARMINGTON, CT | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $55K | $6K | $62K | 21.1% | 1 |
| MICHAEL B KELLY INSURANCE SERVICES | CARMEL, CA | HUMANA INSURANCE COMPANY, VISION SERVICE PLAN | $49K | $0 | $49K | 16.8% | 1 |
History & trajectory
6 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