Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$100K
- Other$60K
- Life$34K
- Vision$23K
Sponsor portfolio
INDEPENDENT OPTIONS, INC.
EIN 33-0048519individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.8M premiums
Participants
557
391 CORPORATE TERRACE CIRCLE, SUITE 102 - CORONA, CA 92879951-279-2585independentoptions.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 281 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- KAISER FOUNDATION HEALTH PLAN INC91%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE1%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- FLEXVISION1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$8.0M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDEPENDENT OPTIONS HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.8M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | 401k | $8.0M | 403 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDEPENDENT OPTIONS HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.8M | 281 | 2025 |
Retirement plans
Welfare plans