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Sponsor portfolioWelfare / HealthEIN 95-3470408
LOBEL FINANCIAL CORPORATION
1150 N MAGNOLIA AVENUE · ANAHEIM, CA 928012605
7149953333
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
231
No prior year
Total participants
187
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 | $2.6M | 92.6% | |
| Dental | $83K | 3.0% | |
| Life | $52K | 1.9% | |
| Other | $52K | 1.9% | |
| Vision | $17K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.6M | 94.4% | 1 | 1 | 174 |
EIN 237328765 | D | $83K | 3.1% | 1 | 2 | 143 |
EIN 470322111 | LOth | $52K | 1.9% | 1 | 1 | 72 |
EIN 430949844 | V | $17K | 0.6% | 1 | 1 | 231 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | UNITED CONCORDIA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $67K | $0 | $67K | 49.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | BLUE CROSS OF CALIFORNIA | $61K | $0 | $61K | 45.6% | 1 |
| BB&T INSURANCE SERVICES, INC. | IRVINE, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $3K | $6K | 4.5% | 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