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Sponsor portfolioWelfare / HealthEIN 94-6050196

LIFEHOUSE AGENCY

18 PROFESSIONAL CENTER PKWY · SAN RAFAEL, CA 94903
4155265300
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
322
No prior year
Total participants
322
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
LIFEHOUSE AGENCY EMPLOYEES WELFARE BENEFIT PLAN
Mixed322 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M48.9%
Prescription drug$2.7M48.9%
Long-term disability$51K0.9%
Dental$30K0.5%
Life$23K0.4%
Other$23K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.1M74.5%11202
SUTTER HEALTH PLAN
EIN 461183948
HRx
$510K18.0%1167
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$111K3.9%1116
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$74K2.6%12322
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$30K1.0%11258

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CADELTA DENTAL OF CALIFORNIA, WESTERN HEALTH ADVANTAGE, RELIANCE STANDARD LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., SUTTER HEALTH PLAN$87K$1K$88K100.0%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
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