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Sponsor portfolioWelfare / HealthEIN 94-3209029
WOODMONT REAL ESTATE SERVICES, L.P.
1050 RALSTON AVENUE · BELMONT, CA 94002
6505923960
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
350
No prior year
Total participants
327
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 | $3.3M | 46.0% | |
| Prescription drug | $3.3M | 46.0% | |
| Dental | $173K | 2.4% | |
| Life | $113K | 1.6% | |
| Long-term disability | $113K | 1.6% | |
| Other | $113K | 1.6% | |
| Vision | $47K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.6M | 71.1% | 1 | 1 | 204 |
EIN 461183948 | HRx | $703K | 19.6% | 1 | 1 | 58 |
EIN 941461312 | D | $173K | 4.8% | 1 | 1 | 350 |
EIN 135581829 | LLTDOth | $113K | 3.2% | 1 | 1 | 331 |
EIN 941632821 | V | $47K | 1.3% | 1 | 1 | 290 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | KAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN LIFE INSURANCE COMPANY, SUTTER HEALTH PLAN, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN | $206K | $3K | $209K | 96.7% | 1 |
| ASSUREDPARTNERS | BELMONT, CA | DELTA DENTAL OF CALIFORNIA | $7K | $0 | $7K | 3.2% | 1 |
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | METROPOLITAN LIFE INSURANCE COMPANY | $109 | $0 | $109 | 0.1% | 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