Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Prescription drug$4.7M
- Dental$229K
- Other$212K
- Life$202K
- Short-term disability$202K
- +2 more
Sponsor portfolio
GEARY PACIFIC CORPORATION
EIN 95-2141577wholesaleLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$4.7M premiums
Participants
597
1360 N HANCOCK STREET - ANAHEIM, CA 92807714-279-2950gearypacific.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CALIFORNIA PHYSICIANS SERVICE91%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
- MAGELLAN HEALTHCARE0%
Broker market share
Schedule A broker compensation
100%top
- DOVE BENEFITS INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$28.9M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GEARY PACIFIC CORPORATION WELFARE BENEFITS PLAN
Fully Insured - BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE
Premiums$4.7M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $28.9M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEARY PACIFIC CORPORATION WELFARE BENEFITS PLAN | Fully Insured | BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE | $4.7M | 315 | 2025 |
Retirement plans
Welfare plans