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Sponsor portfolioWelfare / HealthEIN 94-2952578
LOW INCOME INVESTMENT FUND
49 STEVENSON STREET · SAN FRANCISCO, CA 94105
4157729094
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
221
No prior year
Total participants
150
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 | $2.6M | 30.8% | |
| Prescription drug | $2.6M | 30.8% | |
| Dental | $539K | 6.4% | |
| Vision | $539K | 6.4% | |
| Life | $539K | 6.4% | |
| Short-term disability | $539K | 6.4% | |
| Long-term disability | $539K | 6.4% | |
| Other | $539K | 6.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.5M | 78.5% | 1 | 1 | 221 |
EIN 135123390 | DVLSTDLTDOth | $539K | 17.3% | 1 | 1 | 150 |
EIN 941340523 | HRx | $131K | 4.2% | 1 | 1 | 16 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | CALIFORNIA PHYSICIANS SERVICE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC. | $75K | $126K | $202K | 95.2% | 1 |
| COBBS ALLEN & HALL INC | BIRMINGHAM, AL | CALIFORNIA PHYSICIANS SERVICE | -$996 | $11K | $10K | 4.8% | 1 |
History & trajectory
3 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