Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Other$740K
- Life$720K
- Dental$587K
- Long-term disability$219K
- Vision$68K
- +1 more
Sponsor portfolio
WORD & BROWN INSURANCE ADMINISTRATORS, INC
EIN 95-3161239Latest filing 2025
Plans
2
Retirement
1
$93.9M assets
Welfare
1
$8.2M premiums
Participants
1,207
721 S PARKER, SUITE 140 - ORANGE, CA 92868714-567-4480
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 621 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- KAISER FOUNDATION HEALTH PLAN INC42%
- ANTHEM LIFE INSURANCE COMPANY33%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- HEALTH NET7%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- +3 more
Broker market share
Schedule A broker compensation
97%top
- ZAIN INSURANCE SERVICES97%
- BROWN & BROWN INSURANCE SERVICES2%
- JOY E GUNDERSON1%
- DANIEL TYLER ADAMSON0%
- JONATHAN ALI HAJIMOMEN0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORD & BROWN 401(K) RETIREMENT PLAN
401k
Assets$93.9M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
WORD & BROWN INSURANCE ADMINISTRATORS, INC HEALTH AND WELFARE PLAN
Fully Insured - KAISER PERMANENTE
Premiums$8.2M
Covered lives621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORD & BROWN 401(K) RETIREMENT PLAN | 401k | $93.9M | 684 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | WORD & BROWN INSURANCE ADMINISTRATORS, INC HEALTH AND WELFARE PLAN | Fully Insured | KAISER PERMANENTE | $8.2M | 621 | 2025 |
Retirement plans
Welfare plans