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Sponsor portfolioWelfare / HealthEIN 95-1634364
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
525 B STREET, SUITE 2200 · SAN DIEGO, CA 92101
6192381900
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.2M
No prior year
Persons covered
562
No prior year
Total participants
642
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$4.8M
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP & ITS WHOLLY OWNED SUBSIDIARIES HEALTH PLAN
Fully insured248 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$368K
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP AND ITS WHOLLY OWNED SUBSIDIARIES DISABILITY PLAN
Fully insured314 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #002$19K
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN
Fully insured159 covered·4 carriers
Primary: NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.8M | 31.3% | |
| Dental | $4.8M | 31.3% | |
| Prescription drug | $4.8M | 31.3% | |
| Other | $368K | 2.4% | |
| Life | $304K | 2.0% | |
| Long-term disability | $238K | 1.6% | |
| Vision | $35K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxD | $4.8M | 92.2% | 1 | 1 | 248 |
EIN 010278678 | LLTDOth | $368K | 7.1% | 1 | 5 | 314 |
EIN 941632821 | V | $35K | 0.7% | 1 | 1 | 232 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SAN DIEGO, CA | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $280K | $21K | $301K | 99.6% | 2 |
| AON CONSULTING INC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $1K | $171 | $1K | 0.4% | 2 |
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