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Sponsor portfolioWelfare / HealthEIN 95-4116679
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD, SUITE 201 · CALABASAS, CA 91302
8182259150
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
350
No prior year
Total participants
345
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 | $3.1M | 47.5% | |
| Prescription drug | $3.1M | 47.5% | |
| Dental | $123K | 1.9% | |
| Short-term disability | $48K | 0.7% | |
| Life | $46K | 0.7% | |
| Other | $46K | 0.7% | |
| Long-term disability | $28K | 0.4% | |
| Vision | $25K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $2.5M | 73.9% | 1 | 1 | 308 |
EIN 520954463 | HRx | $604K | 18.0% | 1 | 3 | 44 |
EIN 470322111 | VLSTDLTDOth | $148K | 4.4% | 1 | 6 | 349 |
EIN 941461312 | D | $123K | 3.7% | 1 | 2 | 350 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | SAN DIEGO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, ANTHEM BLUE CROSS | $36K | $10K | $46K | 42.7% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN INC | $44K | $1 | $44K | 40.7% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN INC | $4K | $14K | $18K | 16.6% | 1 |
| BB&T INSURANCE SERVICES, INC. | RALEIGH, NC | ANTHEM BLUE CROSS | $0 | $1 | $1 | 0.0% | 1 |
History & trajectory
5 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