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Sponsor portfolioWelfare / HealthEIN 95-2657590

RMA COMPANIES

12130 SANTA MARGARITA CT · RANCHO CUCAMONGA, CA 91730
8328441671
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$8.7M
No prior year
Persons covered
1,122
No prior year
Total participants
1,122
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.7M
MEDICAL
Fully insured1,122 covered·4 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.6M36.5%
Prescription drug$7.6M36.5%
Dental$1.1M5.4%
Vision$1.1M5.4%
Life$1.1M5.4%
Short-term disability$1.1M5.4%
Other$1.1M5.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$6.1M70.2%12719
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.5M16.9%12172
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLSTDOth
$1.1M12.9%111,122

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CABANNER HEALTH AND AETNA HEALTH, UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$304K$23K$327K62.4%1
TIM ALAN SKAGGSHUNTINGTON BEACH, CABANNER HEALTH AND AETNA HEALTH, AETNA LIFE INSURANCE COMPANY$112K$0$112K21.3%1
TAS INSURANCE SERVICES INCHUNTINGTON BEACH, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$49K$7K$57K10.8%1
NATIONAL INS MARKETING BROKERSCLEARWATER, FLUNITED OF OMAHA LIFE INSURANCE COMPANY$28K$0$28K5.4%1

History & trajectory

3 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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