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Sponsor portfolioWelfare / HealthEIN 98-0557718
PEREIRA & ODELL LLC
1265 BATTERY STREET · SAN FRANCISCO, CA 94111
4152849916
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$170K
No prior year
Persons covered
87
No prior year
Total participants
95
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 |
|---|---|---|---|
| Dental | $94K | 26.8% | |
| Other | $62K | 17.7% | |
| Life | $60K | 17.2% | |
| Short-term disability | $60K | 17.2% | |
| Long-term disability | $60K | 17.2% | |
| Vision | $14K | 3.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DOth | $96K | 56.5% | 1 | 2 | 77 |
EIN 221211670 | LSTDLTDOth | $60K | 35.5% | 1 | 1 | 87 |
EIN 930242990 | V | $14K | 8.0% | 1 | 1 | 74 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $21K | $771 | $22K | 99.9% | 1 |
| IMG | INDIANAPOLIS, IN | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $19 | $19 | 0.1% | 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