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Sponsor portfolioWelfare / HealthEIN 94-6077924
BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN
6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119
4082884400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$12.6M
No prior year
Persons covered
2,604
No prior year
Total participants
1,339
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 | $7.7M | 59.6% | |
| Stop-loss | $2.7M | 20.9% | |
| Dental | $1.9M | 14.5% | |
| Other | $276K | 2.1% | |
| Life | $224K | 1.7% | |
| Vision | $134K | 1.0% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $7.7M | 60.7% | 1 | 1 | 796 |
EIN 381082080 | SL | $2.7M | 21.3% | 1 | 1 | 759 |
EIN 470098400 | D | $1.4M | 10.8% | 1 | 1 | 2,604 |
EIN 941461312 | D | $500K | 4.0% | 1 | 1 | 0 |
EIN 135581829 | LOth | $224K | 1.8% | 1 | 1 | 1,041 |
EIN 941632821 | V | $134K | 1.1% | 1 | 1 | 938 |
EIN 942649097 | Oth | $52K | 0.4% | 1 | 1 | 994 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CAPITAL PEAK LLC | PETALUMA, CA | SUN LIFE ASSURANCE COMPANY OF CANADA | $538K | $0 | $538K | 100.0% | 1 |
History & trajectory
9 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