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Sponsor portfolioWelfare / HealthEIN 95-4188955
BARTA - SCHOENEWALD, INC. ADVANCED MOTION CONTROLS
3805 CALLE TECATE · CAMARILLO, CA 93012
8053891935
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
221
No prior year
Total participants
222
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 |
|---|---|---|---|
| Health | $1.1M | 33.9% | |
| Prescription drug | $1.1M | 33.9% | |
| Other | $196K | 6.0% | |
| Vision | $179K | 5.4% | |
| Dental | $171K | 5.2% | |
| Life | $171K | 5.2% | |
| Short-term disability | $171K | 5.2% | |
| Long-term disability | $171K | 5.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $739K | 55.8% | 1 | 1 | 104 |
EIN 941340523 | HRx | $379K | 28.7% | 1 | 1 | 73 |
EIN 135581829 | DVLSTDLTDOth | $205K | 15.5% | 1 | 5 | 221 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | NEWPORT BEACH, CA | METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC | $90K | $3K | $93K | 86.3% | 1 |
| PROFESSION GROUP PLANS | HAUPPAUGE, NY | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $10 | $10K | 9.2% | 1 |
| EDGWOOD PARTNERS INSURANCE CENTER | CONCORD, CA | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $171 | $3K | 2.4% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $30 | $2K | 1.6% | 1 |
| PROFESSIONALS GROUP PLANS INC | HAUPPAUGE, NY | METROPOLITAN LIFE INSURANCE COMPANY | $643 | $10 | $653 | 0.6% | 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