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Sponsor portfolioWelfare / HealthEIN 94-6050476
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES
d/b/a DBA CARMEL VALLEY MANOR
8545 CARMEL VALLEY RD · CARMEL, CA 939239556
8316241281
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
173
No prior year
Total participants
116
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 | $2.1M | 48.2% | |
| Prescription drug | $2.1M | 48.2% | |
| Dental | $105K | 2.4% | |
| Life | $17K | 0.4% | |
| Other | $17K | 0.4% | |
| Vision | $15K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.1M | 93.9% | 1 | 1 | 163 |
EIN 911857813 | D | $105K | 4.7% | 1 | 1 | 173 |
EIN 470322111 | LOth | $17K | 0.8% | 1 | 2 | 115 |
EIN 941632821 | V | $15K | 0.7% | 1 | 1 | 98 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | FRESNO, CA | CALIFORNIA PHYSICIANS SERVICE, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, PREMIER ACCESS INSURANCE COMPANY | $12K | $46K | $58K | 57.6% | 1 |
| WELDON G KERR | SAN JOSE, CA | CALIFORNIA PHYSICIANS SERVICE | $0 | $43K | $43K | 42.4% | 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