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Sponsor portfolioWelfare / HealthEIN 95-3509040
TRANSITIONS-MENTAL HEALTH ASSOCIATION
PO BOX 15408 · SAN LUIS OBISPO, CA 93406
8055406513
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$867K
No prior year
Persons covered
202
No prior year
Total participants
153
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 | $864K | 31.5% | |
| Health | $720K | 26.3% | |
| Prescription drug | $720K | 26.3% | |
| Other | $147K | 5.4% | |
| Vision | $144K | 5.2% | |
| Life | $144K | 5.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxD | $720K | 83.1% | 1 | 1 | 112 |
EIN 420127290 | DVLOth | $144K | 16.6% | 1 | 1 | 202 |
EIN 122345678 | Oth | $3K | 0.4% | 1 | 1 | 200 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | SAN LUIS OBISPO, CA | PRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $76K | $4K | $80K | 70.7% | 1 |
| AMWINS | SHELTON, CT | PRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $0 | $32K | $32K | 28.3% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CLEVELAND, OH | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.0% | 1 |
History & trajectory
7 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