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Sponsor portfolioWelfare / HealthEIN 95-2900153
MONTECITO BANK & TRUST
1010 STATE STREET · SANTA BARBARA, CA 93101
8059637511
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
401
No prior year
Total participants
269
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 | $3.7M | 44.8% | |
| Prescription drug | $3.7M | 44.8% | |
| Dental | $231K | 2.8% | |
| Vision | $231K | 2.8% | |
| Life | $128K | 1.6% | |
| Long-term disability | $128K | 1.6% | |
| Other | $128K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $3.7M | 91.1% | 1 | 1 | 401 |
EIN 591031071 | DV | $231K | 5.7% | 1 | 1 | 227 |
EIN 910742147 | LLTDOth | $128K | 3.2% | 1 | 1 | 267 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SANTA BARBARA, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CALIFORNIA PHYSICIANS SERVICE, SYMETRA LIFE INSURANCE COMPANY | $24K | $158K | $182K | 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