# THE CHANGE COMPANY CDFI LLC HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **THE CHANGE COMPANY CDFI LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE CHANGE COMPANY CDFI LLC |
| EIN | 201938893 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | ANAHEIM, CA |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $4.1M |
| Participants | 370 |
| Persons covered | 457 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE SHIELD OF CALIFORNIA | Health, Rx |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| VENBROOK INSURANCE SERVICES | BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE |
| VENBROOK INSURANCE SERVICES | GUARDIAN LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | GUARDIAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/201938893-501
- Cite as: PlanOptica, https://planoptica.com/welfare/201938893-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers