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Sponsor portfolioWelfare / HealthEIN 95-1184903
CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION
6545 SEQUENCE DRIVE · SAN DIEGO, CA 92121
8585976506
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$10.1M
No prior year
Persons covered
1,236
No prior year
Total participants
844
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 | $9.7M | 41.6% | |
| Prescription drug | $9.7M | 41.6% | |
| Dental | $2.9M | 12.2% | |
| Other | $344K | 1.5% | |
| Life | $330K | 1.4% | |
| Long-term disability | $330K | 1.4% | |
| Vision | $80K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953402799 | HRxD | $6.4M | 62.8% | 1 | 2 | 1,236 |
EIN 941340523 | HRx | $3.3M | 33.0% | 1 | 1 | 457 |
EIN 231503749 | LLTDOth | $330K | 3.3% | 1 | 1 | 839 |
EIN 941632821 | V | $80K | 0.8% | 1 | 1 | 654 |
EIN 010278678 | Oth | $13K | 0.1% | 1 | 1 | 12 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | LOS ANGELES, CA | KAISER FOUNDATION HEALTH PLAN, INC., AETNA HEALTH OF CALIFORNIA INC., VISION SERVICE PLAN, AETNA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $261K | $36K | $297K | 99.3% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 0.7% | 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