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Sponsor portfolioWelfare / HealthEIN 95-2668746
NEW AGE INVESTMENT, INC. METRO NISSAN OF MONTCLAIR
9440 AUTOPLEX DR · MONTCLAIR, CA 91763
9096255575
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
309
No prior year
Total participants
245
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 | $1.4M | 30.8% | |
| Dental | $1.4M | 30.8% | |
| Vision | $1.4M | 30.8% | |
| Life | $152K | 3.4% | |
| Other | $152K | 3.4% | |
| Short-term disability | $14K | 0.3% | |
| Long-term disability | $14K | 0.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 954331852 | HDV | $1.4M | 89.1% | 1 | 1 | 309 |
EIN 570144607 | LSTDLTDOth | $166K | 10.9% | 1 | 6 | 62 |
Broker overview
16 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $100K | $3K | $102K | 58.6% | 1 |
| DENISE LUERA | REDLANDS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | $23K | $39K | 22.2% | 1 |
| LORI LAINE | YUCAIPA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $8K | $13K | 7.4% | 1 |
| J&H FINANCIAL AND INSURANCE SVC LLC | MISSION VIEJO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 3.4% | 1 |
| LUIS RAFAEL VALLE | UPLAND, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $693 | $4K | 2.1% | 1 |
| UZIEL RIVERA | BEAUMONT, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $883 | $3K | 2.0% | 1 |
| ERIC ALEXANDER NOVOA | CHINO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $639 | $3K | 1.7% | 1 |
| LILIANA RIVERA | BEAUMONT, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $186 | $3K | 1.5% | 1 |
| MARTHA ANGELICA HILL ESTRADA | SAN DIEGO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $447 | $2K | 1.1% | 1 |
| AMBER ARNETT | YUCAIPA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $0 | $88 | 0.1% | 1 |
| BRIAN ROBERT LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $66 | $87 | 0.0% | 1 |
| CONSUMER DRIVEN BENEFITS LLC | NEWPORT BEACH, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $34 | $52 | 0.0% | 1 |
| KAREN SUZANNE SCHILLING | LAS VEGAS, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $3 | $12 | 0.0% | 1 |
| KRISTIN LEASE | LOS ALAMITOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.0% | 1 |
| BENEFITTING YOU INC | HENDERSON, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| KYM ELIZABETH DUNHAM | HENDERSON, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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