Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Health$886K
- Prescription drug$886K
- Life$672K
- Short-term disability$672K
- Long-term disability$672K
- +2 more
Sponsor portfolio
CLASSIC VACATIONS, LLC
EIN 04-3612673leisure, travel & tourismLatest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.8M premiums
Participants
495
5669 SNELL AVENUE, PMB 343 - SAN JOSE, CA 95123408-287-4550classicvacations.comLinkedIn201-500 employeesleisure, travel & tourism
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 377 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- UNITED OF OMAHA LIFE INSURANCE COMPANY38%
- DELTA DENTAL OF CALIFORNIA11%
- VISION SERVICE PLAN1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- MJ INSURANCE99%
- TRACY BROUGHTON1%
- NFP INSURANCE SERVICES INC0%
- W CRAIG HEPNER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLASSIC VACATIONS, LLC 401(K) PLAN
401k
Assets$11.2M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLASSIC VACATIONS WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.8M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLASSIC VACATIONS, LLC 401(K) PLAN | 401k | $11.2M | 271 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLASSIC VACATIONS WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.8M | 377 | 2025 |
Retirement plans
Welfare plans