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Sponsor portfolioWelfare / HealthEIN 95-3519027
RUTAN & TUCKER, LLP
18575 JAMBOREE ROAD · IRVINE, CA 92612
7146415100
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
287
No prior year
Total participants
289
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 | $3.4M | 42.0% | |
| Prescription drug | $3.4M | 42.0% | |
| Other | $367K | 4.5% | |
| Dental | $329K | 4.0% | |
| Vision | $329K | 4.0% | |
| Long-term disability | $213K | 2.6% | |
| Short-term disability | $55K | 0.7% | |
| Life | $22K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $3.4M | 84.0% | 1 | 1 | 241 |
EIN 135123390 | DVOth | $329K | 8.0% | 1 | 1 | 259 |
EIN 231503749 | LSTDLTDOth | $297K | 7.2% | 1 | 5 | 287 |
EIN 954331852 | Oth | $33K | 0.8% | 1 | 1 | 17 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | THE GUARDIAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, CALIFORNIA PHYSICIANS SERVICE, FEDERAL INSURANCE COMPANY | $60K | $212K | $271K | 97.5% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 2.5% | 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