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Sponsor portfolioWelfare / HealthEIN 95-3658973
LIEBERT CASSIDY WHITMORE
6033 W CENTURY BLVD STE 500 · LOS ANGELES, CA 90045
3106456492
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
209
No prior year
Total participants
205
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 | 34.6% | |
| Prescription drug | $3.4M | 34.6% | |
| Other | $536K | 5.5% | |
| Dental | $492K | 5.1% | |
| Vision | $492K | 5.1% | |
| Life | $492K | 5.1% | |
| Short-term disability | $492K | 5.1% | |
| Long-term disability | $492K | 5.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $3.4M | 86.3% | 1 | 1 | 52 |
EIN 135123390 | DVLSTDLTDOth | $492K | 12.6% | 1 | 1 | 209 |
EIN 620331200 | Oth | $45K | 1.1% | 1 | 1 | 43 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $247K | $26K | $273K | 92.4% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $22K | $0 | $22K | 7.6% | 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