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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
Plan #504$3.9M
LIEBERT CASSIDY WHITMORE EMPLOYEE BENEFITS PLAN
Fully insured209 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M34.6%
Prescription drug$3.4M34.6%
Other$536K5.5%
Dental$492K5.1%
Vision$492K5.1%
Life$492K5.1%
Short-term disability$492K5.1%
Long-term disability$492K5.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.4M86.3%1152
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$492K12.6%11209
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$45K1.1%1143

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$247K$26K$273K92.4%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$22K$0$22K7.6%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
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