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Sponsor portfolioWelfare / HealthEIN 95-1705973
BURKE, WILLIAMS & SORENSEN LLP
444 SOUTH FLOWER STREET · LOS ANGELES, CA 90071
2132362751
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$6.0M
No prior year
Persons covered
279
No prior year
Total participants
211
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 | $5.0M | 38.9% | |
| Prescription drug | $5.0M | 38.9% | |
| Long-term disability | $869K | 6.8% | |
| Other | $692K | 5.4% | |
| Dental | $602K | 4.7% | |
| Life | $602K | 4.7% | |
| Short-term disability | $43K | 0.3% | |
| Vision | $35K | 0.3% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $3.2M | 52.8% | 1 | 1 | 119 |
EIN 930798039 | HRx | $1.8M | 30.6% | 1 | 2 | 190 |
EIN 350472300 | DLLTDOth | $602K | 10.1% | 1 | 1 | 279 |
EIN 420127290 | LTD | $267K | 4.5% | 1 | 1 | 140 |
EIN 010278678 | Oth | $46K | 0.8% | 1 | 1 | 113 |
EIN 822723296 | STDOth | $43K | 0.7% | 1 | 1 | 28 |
EIN 941632821 | V | $35K | 0.6% | 1 | 1 | 188 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, PRINCIPAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $209K | $3K | $211K | 58.6% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $110K | $0 | $110K | 30.5% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $30K | $30K | 8.3% | 1 |
| KATHY DUFFY INSURANCE SERVICES | SHADOW HILLS, CA | AFLAC | $4K | $41 | $4K | 1.2% | 1 |
| HOUSKA INSURANCE SERVICES, INC. | MANHATTAN BEACH, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.6% | 1 |
| MARSHALL CHARLES MCDONALD & AGENTS | DAVIDSON, NC | AFLAC | $1K | $0 | $1K | 0.3% | 1 |
| ANDRES ORLANDO TRUJILLO | LOS ANGELES, CA | AFLAC | $542 | $6 | $548 | 0.2% | 1 |
| HERACLIO ORTIZ | LOMITA, CA | AFLAC | $512 | $0 | $512 | 0.1% | 1 |
| KEVIN MICHAEL NAGLE | SIERRA MADRE, CA | AFLAC | $411 | $6 | $417 | 0.1% | 1 |
| AUBREY W THOMAS | CASTAIC, CA | AFLAC | $369 | $0 | $369 | 0.1% | 1 |
| MICHELLE C. LEE | ARCADIA, CA | AFLAC | $223 | $0 | $223 | 0.1% | 1 |
History & trajectory
10 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