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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
Plan #501$2.4M
SULLIVAN CURTIS MONROE WELFARE BENEFITS PLAN
Fully insured254 covered·9 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M37.3%
Prescription drug$2.0M37.3%
Other$374K7.1%
Life$323K6.2%
Dental$279K5.3%
Long-term disability$279K5.3%
Short-term disability$45K0.9%
Vision$29K0.5%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.0M82.8%11254
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$279K11.8%13165
AFLAC
EIN 822723296
LSTDOth
$45K1.9%1134
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$38K1.6%11136
VISION SERVICE PLAN
EIN 941632821
V
$29K1.2%11137
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$6K0.3%11179
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$5K0.2%1125
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3K0.1%111
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$7970.0%1124

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBLUE BELL, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$14K$0$14K62.8%1
VARIOUS - SEE ATTACHEDCOLUMBUS, GAAFLAC$6K$0$6K27.6%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYHARTFORD LIFE AND ACCIDENT INSURANCE$0$1K$1K6.0%1
CHRISTA G AUFDEMBERG INCTUSTIN, CAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$773$0$7733.5%1
MICHELLE A BABITZCATHERDRAL CITY, CAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$24$0$240.1%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
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