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Sponsor portfolioWelfare / HealthEIN 94-3084159
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.
4150 CLEMENT STREET · SAN FRANCISCO, CA 94121
4157506954
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
241
No prior year
Total participants
155
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 | $2.8M | 35.1% | |
| Prescription drug | $2.8M | 35.1% | |
| Dental | $2.0M | 24.7% | |
| Other | $112K | 1.4% | |
| Life | $105K | 1.3% | |
| Short-term disability | $86K | 1.1% | |
| Long-term disability | $86K | 1.1% | |
| Vision | $28K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxD | $2.0M | 67.1% | 1 | 1 | 129 |
EIN 941340523 | HRx | $837K | 28.2% | 1 | 1 | 74 |
EIN 381082080 | LSTDLTDOth | $86K | 2.9% | 1 | 1 | 151 |
EIN 941632821 | V | $28K | 1.0% | 1 | 1 | 131 |
EIN 570144607 | LOth | $19K | 0.6% | 1 | 1 | 22 |
EIN 770528349 | Oth | $7K | 0.2% | 1 | 1 | 241 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, KAISER FOUNDATION HEALTH PLAN, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $139K | $3K | $142K | 76.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $0 | $43K | $43K | 23.0% | 1 |
| SA GENERAL AGENCY INC | SAN ANTONIO, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $237 | $0 | $237 | 0.1% | 1 |
| THOMAS SNYDER | NEW BRAUNFELS, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $198 | $0 | $198 | 0.1% | 1 |
| USI INSURANCE SERVICES LLC | TORRANCE, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $195 | $0 | $195 | 0.1% | 1 |
| ASSUREDPARTNERS | HOUSTON, TX | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $145 | $0 | $145 | 0.1% | 1 |
| JULIE ANN MEADE | NASHUA, NH | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $101 | $0 | $101 | 0.1% | 1 |
| BRITTANY LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.0% | 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