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Sponsor portfolioWelfare / HealthEIN 95-2495390

WEDBUSH SECURITIES INC.

1000 WILSHIRE BOULEVARD, SUITE 900 · LOS ANGELES, CA 90017
2136884346
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.3M
No prior year
Persons covered
726
No prior year
Total participants
715
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$2.3M
WEDBUSH SECURITIES CONSOLIDATED BENEFITS PLAN
Mixed726 covered·6 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M34.9%
Prescription drug$1.7M34.9%
Other$482K9.9%
Life$447K9.2%
Long-term disability$447K9.2%
Vision$99K2.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M74.2%11230
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$473K21.0%12726
VISION SERVICE PLAN
EIN 941632821
V
$67K3.0%11501
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990281791
HRxV
$31K1.4%113
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$9K0.4%118

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDLOS ANGELES, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, HAWAII MEDICAL ASSURANCE ASSOCIATION, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC.$59K$28K$87K87.0%1
SLATE PROFESSIONAL RESOURCES INCFREEHOLD, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$0$13K$13K13.0%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
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