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Sponsor portfolioWelfare / HealthEIN 95-3046237
WCM INVESTMENT MANAGEMENT, LLC
281 BROOKS ST. · LAGUNA BEACH, CA 92651
9493800200
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
310
No prior year
Total participants
106
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 | $2.0M | 88.4% | |
| Dental | $117K | 5.1% | |
| Vision | $117K | 5.1% | |
| Other | $33K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.0M | 93.1% | 1 | 1 | 310 |
EIN 135581829 | DV | $117K | 5.4% | 1 | 1 | 219 |
EIN 360883760 | Oth | $33K | 1.5% | 1 | 2 | 103 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | NEWPORT BEACH, CA | METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, RELIANCE STANDARD LIFE INSURANCE COMPANY | $126K | $2K | $128K | 99.9% | 1 |
| ENROLLEASE | BETHSEDA, MD | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $162 | $162 | 0.1% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CLEVELAND, OH | BLUE CROSS OF CALIFORNIA | $0 | $2 | $2 | 0.0% | 1 |
Policy details
Latest year, by plan