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Sponsor portfolioWelfare / HealthEIN 95-4340199
PREFERRED BANK
601 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017
2138911188
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
679
No prior year
Total participants
319
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 | $4.4M | 25.9% | |
| Prescription drug | $4.4M | 25.9% | |
| Dental | $3.8M | 22.8% | |
| Vision | $3.8M | 22.8% | |
| Other | $156K | 0.9% | |
| Life | $131K | 0.8% | |
| Long-term disability | $131K | 0.8% | |
| Short-term disability | $20K | 0.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxDV | $3.8M | 84.8% | 1 | 1 | 462 |
EIN 941340523 | HRx | $531K | 11.7% | 1 | 1 | 75 |
EIN 222342710 | LLTDOth | $136K | 3.0% | 1 | 3 | 679 |
EIN 520807803 | STDOth | $20K | 0.4% | 1 | 2 | 17 |
Broker overview
14 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | BLUE CROSS OF CALIFORNIA, METROPOLITAN GENERAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., METLIFE LEGAL PLANS | $216K | $18K | $234K | 99.1% | 1 |
| STEPHANIE A REYNOSO | NEWPORT BEACH, CA | AFLAC | $446 | $0 | $446 | 0.2% | 1 |
| DENISE M. AVILA WALKER | HACIENDA HEIGHTS, CA | AFLAC | $328 | $0 | $328 | 0.1% | 1 |
| EUGENE PEREZ | PALM COAST, FL | AFLAC | $255 | $0 | $255 | 0.1% | 1 |
| JENNIFER MCDONALD | IRVINE, CA | AFLAC | $246 | $0 | $246 | 0.1% | 1 |
| NAZMI J. GJONBALAJ | LAGUNA HILLS, CA | AFLAC | $158 | $0 | $158 | 0.1% | 1 |
| MIRIAM F HUNGERFORD | DANA POINT, CA | AFLAC | $136 | $0 | $136 | 0.1% | 1 |
| THUY N. PHAM | SAN CLEMENTE, CA | AFLAC | $131 | $0 | $131 | 0.1% | 1 |
| ACRISURE LLC | NEW YORK, NY | AFLAC | $116 | $0 | $116 | 0.0% | 1 |
| CHRISTY DAY ASSOCIATES LLC | NEW YORK, NY | AFLAC | $114 | $0 | $114 | 0.0% | 1 |
| BRIAN MILLER | FREEHOLD, NJ | AFLAC | $62 | $0 | $62 | 0.0% | 1 |
| PATRICK RUHLE | NEW YORK, NY | AFLAC | $45 | $0 | $45 | 0.0% | 1 |
| TREVOR FENNELL | EAST HAMPTON, NY | AFLAC | $42 | $0 | $42 | 0.0% | 1 |
| KENNETH C MEIER CORP | GARDEN CITY, NY | AFLAC | $20 | $0 | $20 | 0.0% | 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