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Sponsor portfolioWelfare / HealthEIN 94-2978977
INSTITUTE ON AGING
3575 GEARY BOULEVARD · SAN FRANCISCO, CA 94118
4157504122
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
555
No prior year
Total participants
567
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 | $3.7M | 33.3% | |
| Prescription drug | $3.7M | 33.3% | |
| Other | $638K | 5.7% | |
| Dental | $618K | 5.5% | |
| Vision | $618K | 5.5% | |
| Life | $618K | 5.5% | |
| Short-term disability | $618K | 5.5% | |
| Long-term disability | $618K | 5.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.2M | 50.3% | 1 | 1 | 297 |
EIN 362739571 | HRx | $1.5M | 35.0% | 1 | 1 | 186 |
EIN 470246511 | DVLSTDLTDOth | $622K | 14.3% | 1 | 2 | 543 |
EIN 770528349 | Oth | $16K | 0.4% | 1 | 1 | 555 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | MUTUAL OF OMAHA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $213K | $33K | $246K | 100.0% | 1 |
History & trajectory
11 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