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Sponsor portfolioWelfare / HealthEIN 94-3102790
BETA HEALTHCARE GROUP
1443 DANVILLE BOULEVARD · ALAMO, CA 94507
9165206683
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$404K
No prior year
Persons covered
188
No prior year
Total participants
193
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 |
|---|---|---|---|
| Dental | $260K | 25.7% | |
| Vision | $260K | 25.7% | |
| Other | $144K | 14.2% | |
| Life | $117K | 11.5% | |
| Short-term disability | $117K | 11.5% | |
| Long-term disability | $117K | 11.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 720977315 | DV | $260K | 64.4% | 1 | 1 | 172 |
EIN 042381280 | LSTDLTDOth | $144K | 35.6% | 1 | 2 | 188 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | PASADENA, CA | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $43K | $9K | $52K | 69.3% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $0 | $21K | $21K | 27.6% | 1 |
| USI INSURANCE SERVICES LLC | RANCHO CORDOVA, CA | UNUM INSURANCE COMPANY | $2K | $387 | $2K | 3.1% | 1 |
History & trajectory
8 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