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Sponsor portfolioWelfare / HealthEIN 94-2921688
CARITAS MANAGEMENT CORPORATION
1358 VALENCIA ST · SAN FRANCISCO, CA 94110
4156477191
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
120
No prior year
Total participants
120
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 | $1.2M | 48.0% | |
| Prescription drug | $1.2M | 48.0% | |
| Vision | $23K | 1.0% | |
| Dental | $20K | 0.8% | |
| Life | $20K | 0.8% | |
| Other | $20K | 0.8% | |
| Long-term disability | $15K | 0.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.2M | 95.2% | 1 | 1 | 97 |
EIN 135123390 | DLLTDOth | $35K | 2.8% | 1 | 2 | 120 |
EIN 941632821 | V | $23K | 1.9% | 1 | 1 | 98 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN, THE GUARDIAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $70K | $0 | $70K | 100.0% | 1 |
| PACIFIC ADVISORS LLC | CLAREMONT, CA | THE GUARDIAN LIFE INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
History & trajectory
7 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