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Sponsor portfolioWelfare / HealthEIN 94-3068076
BERRY APPLEMAN & LEIDEN LLP
50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111
4153981800
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$351K
No prior year
Persons covered
1,369
No prior year
Total participants
593
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 | $259K | 31.0% | |
| Life | $242K | 29.0% | |
| Long-term disability | $242K | 29.0% | |
| Vision | $92K | 11.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $242K | 69.1% | 1 | 1 | 583 |
EIN 066033492 | V | $92K | 26.2% | 1 | 1 | 1,369 |
EIN 204632340 | Oth | $17K | 4.8% | 1 | 1 | 132 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | LIFE INSURANCE COMPANY OF NORTH AMERICA, AETNA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 89.6% | 1 |
| BROWN & BROWN INSURANCE SERVICES | PLANO, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA, AETNA LIFE INSURANCE COMPANY | $472 | $56 | $528 | 7.2% | 1 |
| AVANT SPECIALTY BENEFITS LLC | WAUKEE, IA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $239 | $0 | $239 | 3.3% | 1 |
History & trajectory
10 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