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Sponsor portfolioWelfare / HealthEIN 94-3030609
BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BLVD. · NOVATO, CA 94945
4152092000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
297
No prior year
Total participants
163
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 | $1.8M | 40.9% | |
| Prescription drug | $1.8M | 40.9% | |
| Dental | $495K | 11.0% | |
| Vision | $312K | 6.9% | |
| Other | $13K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.5M | 75.0% | 1 | 1 | 121 |
EIN 362739571 | HRxDV | $312K | 15.3% | 1 | 1 | 56 |
EIN 941461312 | D | $183K | 9.0% | 1 | 1 | 297 |
EIN 731016728 | Oth | $13K | 0.6% | 1 | 1 | 57 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DORCHESTER, MA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN INC. | $84K | $0 | $84K | 98.6% | 1 |
| REMMEL SOLUTIONS | NIPOMO, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $978 | $0 | $978 | 1.2% | 1 |
| ACRISURE LLC | SAN JOSE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $132 | $0 | $132 | 0.2% | 1 |
| MASOLI LEGACY LLC | CONCORD, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $39 | $0 | $39 | 0.0% | 1 |
| CROUSE COMPANY LLC | NASHVILLE, TN | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $28 | $0 | $28 | 0.0% | 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