Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$287K
- Vision$287K
- Life$287K
- Short-term disability$287K
- Long-term disability$287K
- +1 more
Sponsor portfolio
CLEVER CARE HEALTH PLAN INC.
EIN 83-2354214insuranceLatest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$2.5M premiums
Participants
511
7711 CENTER AVENUE, SUITE 100 - HUNTINGTON BEACH, CA 92647562-888-8801clevercarehealthplan.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 513 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- UNITEDHEALTHCARE INSURANCE COMPANY78%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- KAISER FOUNDATION HEALTH PLAN INC11%
Broker market share
Schedule A broker compensation
84%top
- KCAL HEALTH INSURANCE SERVICES84%
- AMWINS16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEVER CARE 401(K) PLAN
401k
Assets$7.0M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEVER CARE HEALTH PLAN INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVER CARE 401(K) PLAN | 401k | $7.0M | 278 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEVER CARE HEALTH PLAN INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 513 | 2025 |
Retirement plans
Welfare plans