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Sponsor portfolioWelfare / HealthEIN 95-2304670
MORRIS & GARRITANO INSURANCE AGENCY, INC.
1122 LAUREL LANE · SAN LUIS OBISPO, CA 93401
8055436887
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
257
No prior year
Total participants
144
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 |
|---|---|---|---|
| Other | $1.8M | 20.2% | |
| Health | $1.7M | 19.3% | |
| Dental | $1.7M | 19.3% | |
| Vision | $1.7M | 19.3% | |
| Prescription drug | $1.7M | 19.3% | |
| Life | $83K | 0.9% | |
| Short-term disability | $83K | 0.9% | |
| Long-term disability | $83K | 0.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxDVOth | $1.7M | 95.5% | 1 | 1 | 257 |
EIN 420127290 | LSTDLTDOth | $83K | 4.5% | 1 | 1 | 222 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | SAN LUIS OBISPO, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $6K | $6K | 49.7% | 1 |
| AMWINS | SANTA ANA, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 32.1% | 1 |
| MARSHBERRY CONNECT PLATFORM LLC | CLEVELAND, OH | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 18.1% | 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