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Sponsor portfolioWelfare / HealthEIN 95-2896389
OPTO 22
LINDIE SAYMAN, ASST CONTROLLER · TEMECULA, CA 925903614
9516953000
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
133
No prior year
Total participants
133
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 | $2.2M | 32.4% | |
| Vision | $2.2M | 32.4% | |
| Prescription drug | $2.2M | 32.4% | |
| Dental | $91K | 1.3% | |
| Life | $50K | 0.7% | |
| Long-term disability | $50K | 0.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRxV | $2.2M | 94.0% | 1 | 1 | 112 |
EIN 930242990 | D | $91K | 3.9% | 1 | 1 | 119 |
EIN 470322111 | LLTD | $50K | 2.1% | 1 | 1 | 133 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | SAN DIEGO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC | $63K | $0 | $63K | 100.0% | 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