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Sponsor portfolioWelfare / HealthEIN 95-2988063
CAP MPT
333 S HOPE ST 12TH FLOOR · LOS ANGELES, CA 900711406
2134868689
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
352
No prior year
Total participants
188
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.9M | 44.0% | |
| Prescription drug | $2.9M | 44.0% | |
| Life | $168K | 2.5% | |
| Long-term disability | $168K | 2.5% | |
| Other | $168K | 2.5% | |
| Dental | $145K | 2.2% | |
| Vision | $143K | 2.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $2.9M | 90.3% | 1 | 1 | 151 |
EIN 470322111 | LLTDOth | $168K | 5.2% | 1 | 1 | 177 |
EIN 135581829 | DV | $143K | 4.4% | 1 | 1 | 352 |
EIN 952879515 | D | $3K | 0.1% | 1 | 1 | 22 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AMWINS | SANTA ANA, CA | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $36K | $979 | $37K | 71.3% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $0 | $14K | $14K | 27.0% | 1 |
| CLEVIDENCE INSURANCE SERVICES INC | SANTA ANA, CA | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $715 | $173 | $888 | 1.7% | 1 |
History & trajectory
11 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