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Sponsor portfolioWelfare / HealthEIN 94-3394659
ENVISION EDUCATION
111 MYRTLE STREET, SUITE 203 · OAKLAND, CA 94607
5104512415
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
153
No prior year
Total participants
171
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 | $1.6M | 36.4% | |
| Prescription drug | $1.6M | 36.4% | |
| Dental | $194K | 4.5% | |
| Vision | $194K | 4.5% | |
| Life | $194K | 4.5% | |
| Short-term disability | $194K | 4.5% | |
| Long-term disability | $194K | 4.5% | |
| Other | $194K | 4.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 330115986 | HRx | $1.6M | 89.0% | 1 | 1 | 132 |
EIN 135123390 | DVLSTDLTDOth | $194K | 11.0% | 1 | 1 | 153 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ORANGE, CA | CALIFORNIA CHOICE | $62K | $0 | $62K | 39.0% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | CALIFORNIA CHOICE, GUARDIAN | $47K | $3K | $50K | 31.1% | 1 |
| MONTAGE INSURANCE SOLUTIONS | CALABASAS, CA | CALIFORNIA CHOICE | $40K | $0 | $40K | 24.8% | 1 |
| DANONE SIMPSON INSURANCE SERVICES | CALABASAS, CA | GUARDIAN | $8K | $0 | $8K | 5.1% | 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