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Sponsor portfolioWelfare / HealthEIN 94-3286598
SHORENSTEIN REALTY SERVICES, L.P.
235 MONTGOMERY STREET, 16TH FLOOR · SAN FRANCISCO, CA 94104
4157727000
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
294
No prior year
Total participants
399
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 56.6% | |
| Other | $251K | 8.8% | |
| Life | $217K | 7.6% | |
| Short-term disability | $217K | 7.6% | |
| Long-term disability | $217K | 7.6% | |
| Dental | $171K | 6.0% | |
| Vision | $171K | 6.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDVOth | $1.8M | 88.9% | 1 | 5 | 214 |
EIN 341650967 | LSTDLTDOth | $225K | 11.0% | 1 | 2 | 294 |
EIN 250687550 | Oth | $3K | 0.1% | 1 | 1 | 250 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 60.6% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $1K | $1K | 25.3% | 1 |
| BSC AGENCY LLC | WEST DES MOINES, IA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $783 | $783 | 14.0% | 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