Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 94-3187528
REX AND MARGARET FORTUNE SCHOOL OF EDUCATION
2890 GATEWAY OAKS DRIVE · SACRAMENTO, CA 95833
9169248633
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
556
No prior year
Total participants
263
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$2.7M
REX AND MARGARET FORTUNE SCHOOL OF EDUCATION WELFARE BENEFIT PLAN
Fully insured556 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #501$0
REX AND MARGARET FORTUNE SCHOOL OF EDUCATION LIFE, DENTAL AND VISION
Self-funded0 covered·0 carriers
Plan #502$0
REX AND MARGARET FORTUNE SCHOOL OF EDUCATION HEALTH PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 39.7% | |
| Prescription drug | $2.2M | 38.9% | |
| Dental | $287K | 5.0% | |
| Vision | $287K | 5.0% | |
| Life | $287K | 5.0% | |
| Other | $287K | 5.0% | |
| Short-term disability | $83K | 1.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.2M | 84.2% | 1 | 2 | 333 |
EIN 135581829 | DVLOth | $287K | 10.8% | 1 | 1 | 556 |
EIN 570514130 | STD | $83K | 3.1% | 1 | 1 | 122 |
EIN 954402957 | H | $48K | 1.8% | 1 | 1 | 3 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN, INC., HEALTH NET, CONTINENTAL AMERICAN INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $167K | $3 | $167K | 90.2% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $2K | $17K | 9.2% | 1 |
| ACRISURE LLC | SAN JOSE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.8% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | KAISER FOUNDATION HEALTH PLAN, INC., CONTINENTAL AMERICAN INSURANCE COMPANY | -$537 | $0 | -$537 | -0.3% | 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