Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 95-3909672
SOKA UNIVERSITY OF AMERICA
ONE UNIVERSITY DRIVE · ALISO VIEJO, CA 92656
9494804161
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$653K
No prior year
Persons covered
227
No prior year
Total participants
153
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $536K | 53.3% | |
| Life | $117K | 11.7% | |
| Short-term disability | $117K | 11.7% | |
| Long-term disability | $117K | 11.7% | |
| Other | $117K | 11.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135459190 | SL | $536K | 82.1% | 1 | 1 | 153 |
EIN 010278678 | LSTDLTDOth | $117K | 17.9% | 1 | 1 | 227 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RICHARD BELL | CALABASAS, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED STATES FIRE INSURANCE COMPANY | $71K | $0 | $71K | 85.3% | 1 |
| BENEFIT PLAN ADMINISTRATORS | EAU CLAIRE, WI | UNITED STATES FIRE INSURANCE COMPANY | $12K | $0 | $12K | 14.7% | 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