Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
- Prescription drug$1.7M
- Life$83K
- +2 more
Sponsor portfolio
MORRIS & GARRITANO INSURANCE AGENCY, INC.
EIN 95-2304670Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$1.8M premiums
Participants
300
1122 LAUREL LANE, P.O. DRAWER 1189 - SAN LUIS OBISPO, CA 93401805-543-6887
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 257 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
50%top
- ASSUREDPARTNERS50%
- AMWINS32%
- MARSHBERRY CONNECT PLATFORM LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
401k
Assets$19.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORRIS & GARRITANO INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.8M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN | 401k | $19.9M | 156 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORRIS & GARRITANO INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.8M | 257 | 2025 |
Retirement plans
Welfare plans