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Sponsor portfolioWelfare / HealthEIN 95-1644593
MARSHALL B. KETCHUM UNIVERSITY
2575 YORBA LINDA BOULEVARD · FULLERTON, CA 92831
7148707226
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
246
No prior year
Total participants
246
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 | $2.5M | 45.7% | |
| Prescription drug | $2.5M | 45.7% | |
| Other | $132K | 2.4% | |
| Dental | $127K | 2.3% | |
| Long-term disability | $111K | 2.0% | |
| Life | $100K | 1.8% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $1.5M | 52.6% | 1 | 1 | 137 |
EIN 941340523 | HRx | $1.1M | 37.6% | 1 | 1 | 125 |
EIN 720977315 | D | $127K | 4.5% | 1 | 2 | 142 |
EIN 620331200 | LLTDOth | $111K | 4.0% | 1 | 2 | 246 |
EIN 590781901 | Oth | $29K | 1.0% | 1 | 1 | 72 |
EIN 731016728 | Oth | $5K | 0.2% | 1 | 1 | 41 |
EIN 360792925 | L | $2K | 0.1% | 1 | 1 | 4 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | STARMOUNT MANAGED DENTAL OF CALIFORNIA, STARMOUNT LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CALIFORNIA PHYSICIANS SERVICE | $69K | $58K | $128K | 96.4% | 1 |
| ANN MARIE LIOTTA | SEWELL, NJ | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $180 | $3K | 2.0% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | MINNEAPOLIS, MN | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.8% | 1 |
| INTEGRITY ASSET SERVICES LLC | SOUTH LAKE TAHOE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $498 | $0 | $498 | 0.4% | 1 |
| M FINANCIAL HOLDINGS INC | PORTLAND, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $283 | $283 | 0.2% | 1 |
| LTCI PARTNERS LLC | SAN ANTONIO, TX | TRUSTMARK INSURANCE COMPANY | $171 | $0 | $171 | 0.1% | 1 |
| DAVID PAPERNO | PALM DESERT, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $35 | $0 | $35 | 0.0% | 1 |
| IBRAHIM ABDELHADI | AUSTIN, TX | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $28 | $0 | $28 | 0.0% | 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