Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$146K
- Vision$146K
- Other$92K
- Long-term disability$59K
- Life$52K
- +1 more
Sponsor portfolio
WESTCLIFF MANAGEMENT GROUP
EIN 46-0658370Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$1.9M premiums
Participants
1,067
17877 VON KARMAN AVE, SUITE 400 - IRVINE, CA 92614888-491-8686
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 380 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- ANTHEM LIFE INSURANCE COMPANY8%
- STANDARD INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
62%top
- DIGITAL INSURANCE LLC62%
- AMWINS21%
- VARIOUS - SEE ATTACHED17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTCLIFF UNIVERSITY 401(K) PLAN
401k
Assets$8.7M
Participants709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTCLIFF MANAGEMENT GROUP HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.9M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTCLIFF UNIVERSITY 401(K) PLAN | 401k | $8.7M | 709 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTCLIFF MANAGEMENT GROUP HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.9M | 380 | 2025 |
Retirement plans
Welfare plans