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
Filings through .
Word & Brown Inc. Admin., Inc.
EIN 95-3161239Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$110.5M assets
Health & Benefits
1
$8.2M premiums
Participants
1,239
721 S. PARKER ST., 104 - ORANGE, CA 92868714-567-4570
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.2M premiums / 621 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WORD & BROWN 401(K) RETIREMENT PLAN
401(k)
Assets$110.5M
Participants716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
WORD & BROWN INSURANCE ADMINISTRATORS, INC HEALTH AND WELFARE PLAN
Fully insured - KAISER PERMANENTE
Premiums$8.2M
Covered lives621
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WORD & BROWN 401(K) RETIREMENT PLAN | 401(k) | $110.5M | 716 | 2025 |
- #001 · 401(k) · 2025716
Health & Benefits plans
1 plan on this EIN
| 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 |
- #508 · Fully insured · KAISER PERMANENTE · 2025621
Retirement plans
Health & Benefits plans