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Sponsor portfolioWelfare / HealthEIN 95-2750891
WNC & ASSOCIATES, INC.
17782 SKY PARK CIRCLE · IRVINE, CA 92614
7146625565
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
250
No prior year
Total participants
126
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 | $2.3M | 65.0% | |
| Other | $253K | 7.1% | |
| Dental | $247K | 7.0% | |
| Vision | $247K | 7.0% | |
| Life | $247K | 7.0% | |
| Long-term disability | $247K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.3M | 90.1% | 1 | 1 | 188 |
EIN 420127290 | DVLLTDOth | $247K | 9.6% | 1 | 1 | 250 |
EIN 134256913 | Oth | $6K | 0.2% | 1 | 1 | 30 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LAKE FOREST INSURANCE INC. | MISSION VIEJO, CA | BLUE CROSS OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY, LEGALPLANS, USA | $94K | $945 | $95K | 86.4% | 1 |
| BROWN & BROWN INSURANCE SERVICES | ORANGE, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $15K | $15K | 13.6% | 1 |
History & trajectory
5 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