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Sponsor portfolioWelfare / HealthEIN 95-3532129
T.E.R.I., INC
251 AIRPORT ROAD · OCEANSIDE, CA 92058
7607211706
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$96K
No prior year
Persons covered
321
No prior year
Total participants
322
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 |
|---|---|---|---|
| Life | $64K | 22.2% | |
| Short-term disability | $64K | 22.2% | |
| Long-term disability | $64K | 22.2% | |
| Other | $64K | 22.2% | |
| Dental | $17K | 5.8% | |
| Vision | $16K | 5.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 520913817 | LSTDLTDOth | $64K | 66.5% | 1 | 1 | 321 |
EIN 237328765 | D | $17K | 17.2% | 1 | 1 | 77 |
EIN 941632821 | V | $16K | 16.3% | 1 | 1 | 103 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | GREENSBORO, NC | ANTHEM LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $9K | $0 | $9K | 97.2% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | VISION SERVICE PLAN | $263 | $0 | $263 | 2.8% | 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