Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 94-3108253
NOVOGRADAC & COMPANY LLP
1160 BATTERY STREET, EAST BLDG · SAN FRANCISCO, CA 94111
4153568000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
823
No prior year
Total participants
834
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 | 76.2% | |
| Dental | $150K | 6.2% | |
| Vision | $150K | 6.2% | |
| Short-term disability | $107K | 4.4% | |
| Long-term disability | $106K | 4.4% | |
| Life | $29K | 1.2% | |
| Other | $29K | 1.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 341624818 | H | $976K | 43.8% | 1 | 1 | 90 |
EIN 941340523 | H | $861K | 38.6% | 1 | 1 | 106 |
EIN 470322111 | LSTDLTDOth | $242K | 10.9% | 1 | 3 | 823 |
EIN 135123390 | DV | $150K | 6.8% | 1 | 1 | 648 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN JOSE, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, GUARDIAN, KAISER FOUNDATION HEALTH PLAN, INC | $56K | $6K | $62K | 50.0% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC | $28K | $8K | $36K | 29.2% | 1 |
| PIPES INSURANCE SERVICE LTD | NEW PHILADELPHIA, PA | AULTCARE INSURANCE COMPANY | $26K | $0 | $26K | 20.8% | 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