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Sponsor portfolioWelfare / HealthEIN 95-3248148
COMMUNITY RESEARCH FOUNDATION
1202 MORENA BLVD., SUITE 300 · SAN DIEGO, CA 92110
6192750822
- Plans filed
- 1
- Years active
- 2016–2026
- Industry
- NAICS 62
- Latest filing
- 2026
Total premiums (latest)
$6.1M
No prior year
Persons covered
884
No prior year
Total participants
788
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 |
|---|---|---|---|
| Dental | $5.5M | 31.9% | |
| Health | $5.4M | 31.6% | |
| Prescription drug | $5.4M | 31.6% | |
| Vision | $250K | 1.5% | |
| Life | $194K | 1.1% | |
| Other | $178K | 1.0% | |
| Short-term disability | $131K | 0.8% | |
| Long-term disability | $92K | 0.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxD | $5.2M | 84.8% | 1 | 1 | 884 |
EIN 470322111 | LSTDLTDOth | $483K | 7.9% | 1 | 7 | 783 |
EIN 420127290 | DV | $250K | 4.1% | 1 | 1 | 470 |
EIN 980689694 | HRx | $185K | 3.0% | 1 | 1 | 73 |
EIN 731016728 | Oth | $15K | 0.2% | 1 | 1 | 55 |
EIN 680352158 | Oth | $2K | 0.0% | 1 | 1 | 44 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | NEWPORT BEACH, CA | MEDIEXCEL HEALTH PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD, LANDMARK HEALTHPLAN, UNITED HEALTHCARE INSURANCE COMPANY | $392K | $20K | $412K | 97.8% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.9% | 1 |
| ROGERS BENEFIT GROUP INC | GEORGETOWN, CO | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $977 | $0 | $977 | 0.2% | 1 |
| SUCCESS STRATEGIES, INC. | SULPHUR SPRINGS, TX | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $134 | $0 | $134 | 0.0% | 1 |
| GEOFF CRAGG | PARKER, CO | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $77 | $0 | $77 | 0.0% | 1 |
| DORSEY & ASSOCIATES, INC. | CUMMING, GA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $38 | $0 | $38 | 0.0% | 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