Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$727K
- Prescription drug$727K
- Dental$589K
- Vision$589K
- Other$34K
- Life$17K
Sponsor portfolio
J. PEREZ ASSOCIATES, INC.
EIN 74-2623123Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$761K premiums
Participants
202
12750 CENTER COURT DR S STE 200 - CERRITOS, CA 90703562-424-1975
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $761K premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
- CALIFORNIA PHYSICIANS SERVICE18%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
94%top
- GALLAGHER BENEFIT SERVICES, INC.94%
- REUBEN WARNER ASSOCIATES, INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J. PEREZ ASSOCIATES, INC. 401(K) PLAN II
401k
Assets$2.0M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J PEREZ ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$761K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J. PEREZ ASSOCIATES, INC. 401(K) PLAN II | 401k | $2.0M | 94 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J PEREZ ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $761K | 108 | 2024 |
Retirement plans
Welfare plans