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Sponsor portfolioWelfare / HealthEIN 95-4076864
SULLIVANCURTISMONROE INSURANCE SERVICES, LLC
2010 MAIN STREET, SUITE 700 · IRVINE, CA 92614
9492507172
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
254
No prior year
Total participants
162
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 | $2.0M | 37.3% | |
| Prescription drug | $2.0M | 37.3% | |
| Other | $374K | 7.1% | |
| Life | $323K | 6.2% | |
| Dental | $279K | 5.3% | |
| Long-term disability | $279K | 5.3% | |
| Short-term disability | $45K | 0.9% | |
| Vision | $29K | 0.5% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $2.0M | 82.8% | 1 | 1 | 254 |
EIN 135123390 | DLSTDLTDOth | $279K | 11.8% | 1 | 3 | 165 |
EIN 822723296 | LSTDOth | $45K | 1.9% | 1 | 1 | 34 |
EIN 010278678 | Oth | $38K | 1.6% | 1 | 1 | 136 |
EIN 941632821 | V | $29K | 1.2% | 1 | 1 | 137 |
EIN 060838648 | Oth | $6K | 0.3% | 1 | 1 | 179 |
EIN 222342710 | Oth | $5K | 0.2% | 1 | 1 | 25 |
EIN 941340523 | HRx | $3K | 0.1% | 1 | 1 | 1 |
EIN 731016728 | Oth | $797 | 0.0% | 1 | 1 | 24 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | BLUE BELL, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $14K | $0 | $14K | 62.8% | 1 |
| VARIOUS - SEE ATTACHED | COLUMBUS, GA | AFLAC | $6K | $0 | $6K | 27.6% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | HARTFORD LIFE AND ACCIDENT INSURANCE | $0 | $1K | $1K | 6.0% | 1 |
| CHRISTA G AUFDEMBERG INC | TUSTIN, CA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $773 | $0 | $773 | 3.5% | 1 |
| MICHELLE A BABITZ | CATHERDRAL CITY, CA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $24 | $0 | $24 | 0.1% | 1 |
History & trajectory
11 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