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Sponsor portfolioWelfare / HealthEIN 95-4345526
HOLTHOUSE CARLIN & VAN TRIGT LLP
11444 W. OLYMPIC BLVD., 11TH FLOOR · LOS ANGELES, CA 90064
3105661900
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
1,191
No prior year
Total participants
799
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 |
|---|---|---|---|
| Stop-loss | $1.2M | 26.9% | |
| Dental | $930K | 21.2% | |
| Vision | $930K | 21.2% | |
| Other | $451K | 10.3% | |
| Life | $450K | 10.2% | |
| Long-term disability | $450K | 10.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | $2.2M | 45.3% | 1 | 1 | 338 | |
EIN 066033492 | DVSL | $2.2M | 45.2% | 1 | 3 | 1,191 |
EIN 381082080 | LLTDOth | $451K | 9.4% | 1 | 3 | 796 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | KAISER FOUNDATION HEALTH PLAN INC., AETNA LIFE INSURANCE CO., SUN LIFE ASSURANCE COMPANY OF CANADA, SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $178K | $13K | $191K | 80.0% | 1 |
| BURNHAM BENEFITS INSURANCE SERVICES | IRVINE, CA | AETNA LIFE INSURANCE CO. | $48K | $0 | $48K | 20.0% | 1 |
History & trajectory
10 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