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Sponsor portfolioWelfare / HealthEIN 95-4079133

SOCIAL MODEL RECOVERY SYSTEMS

223 EAST ROWLAND STREET · COVINA, CA 91723
6263323145
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
234
No prior year
Total participants
225
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
SOCIAL MODEL RECOVERY SYSTEMS WRAP BENEFIT PLAN
Fully insured234 covered·2 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M23.7%
Dental$1.8M23.7%
Vision$1.8M23.7%
Prescription drug$1.8M23.7%
Life$131K1.7%
Long-term disability$131K1.7%
Other$131K1.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxDV
$1.8M93.1%11152
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$131K6.9%11234

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.VISALIA, CACALIFORNIA PHYSICIANS SERVICE, LINCOLN NATIONAL LIFE INSURANCE COMPANY$20K$84K$104K100.0%1

History & trajectory

8 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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