PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Industries/
  3. Information
Industry · NAICS-2 51 · 2022

Information

$7.5B in welfare premiums across 3,025 plans from 2,512 sponsors.

Plans
3,025
No prior year
Sponsors
2,512
No prior year
Premiums
$7.5B
No prior year
Covered lives
4,746,963
No prior year

Funding mix

2022
Fully insured44.7%
1,353
Self-funded31.8%
962
Mixed22.0%
666
Unknown1.0%
29
MEWA0.5%
15

Top carriers in this industry

  1. 1KAISER FOUNDATION HEALTH PLAN INC$1.2B396 plans · 15.7%
  2. 2BLUE CROSS OF CALIFORNIA$1.2B427 plans · 15.5%
  3. 3METROPOLITAN LIFE INSURANCE COMPANY$740.0M362 plans · 9.9%
  4. 4CIGNA HEALTH AND LIFE INSURANCE COMPANY$694.7M345 plans · 9.3%
  5. 5UNITEDHEALTHCARE INSURANCE COMPANY$651.2M247 plans · 8.7%
  6. 6PRUDENTIAL INSURANCE COMPANY OF AMERICA$523.2M90 plans · 7.0%
  7. 7AETNA LIFE INSURANCE COMPANY$371.0M162 plans · 5.0%
  8. 8ANTHEM LIFE INSURANCE COMPANY$207.2M95 plans · 2.8%
  9. 9THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$160.5M202 plans · 2.2%
  10. 10HARTFORD LIFE AND ACCIDENT$153.1M141 plans · 2.1%
  11. 11DELTA DENTAL OF CALIFORNIA$137.7M212 plans · 1.8%
  12. 12THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$118.9M370 plans · 1.6%
  13. 13UNUM LIFE INSURANCE COMPANY OF AMERICA$118.1M211 plans · 1.6%
  14. 14CALIFORNIA PHYSICIANS SERVICE$92.4M40 plans · 1.2%
  15. 15LIFE INSURANCE COMPANY OF NORTH AMERICA$86.5M269 plans · 1.2%

Top brokers in this industry

  1. 1MERCER HEALTH AND BENEFITS, LLC$24.4M155 plans · 11.0%
  2. 2MARSH & MCLENNAN AGENCY LLC$17.1M176 plans · 7.7%
  3. 3SEQUOIA BENEFITS & INS SVCS LLC$13.0M113 plans · 5.8%
  4. 4WILLIS TOWERS WATSON US LLC$12.4M116 plans · 5.5%
  5. 5LOCKTON COMPANIES, LLC$12.2M133 plans · 5.5%
  6. 6AON CONSULTING INC$11.9M69 plans · 5.3%
  7. 7GALLAGHER BENEFIT SERVICES, INC.$10.0M157 plans · 4.5%
  8. 8ALLIANT INSURANCE SERVICES, INC.$7.8M97 plans · 3.5%
  9. 9USI INSURANCE SERVICES LLC$7.1M131 plans · 3.2%
  10. 10HUB INTERNATIONAL MIDWEST LIMITED$6.4M110 plans · 2.9%
  11. 11DIGITAL INSURANCE LLC$5.8M66 plans · 2.6%
  12. 12ABD INS. AND FINANCIAL SVCS., INC.$4.6M33 plans · 2.1%
  13. 13BROWN & BROWN INSURANCE SERVICES$3.1M51 plans · 1.4%
  14. 14NFP INSURANCE SERVICES INC$3.1M73 plans · 1.4%
  15. 15MCGRIFF INSURANCE SERVICES INC$3.0M28 plans · 1.4%

Multi-year totals

Largest plans in this industry

Sponsor / PlanStateFundingPremiumCoveredCarrier
AT&T INC.
AT&T UMBRELLA BENEFIT PLAN NO. 3
TXMixed$421.2M270,571KAISER FOUNDATION HEALTH PLAN, INC.
TWDC ENTERPRISES 18 CORP.
THE SIGNATURE BENEFITS PLAN
CAMixed$336.4M209,475KAISER FOUNDATION HEALTH PLAN, INC.
AT&T INC.
AT&T UMBRELLA BENEFIT PLAN NO. 1
TXFully insured$316.0M259,315METROPOLITAN LIFE INSURANCE COMPANY
COMCAST CORPORATION
COMCAST CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
PAFully insured$204.4M187,925PRUDENTIAL INSURANCE COMPANY OF AMERICA
META PLATFORMS, INC.
META PLATFORMS, INC. HEALTH AND WELFARE BENEFIT PLAN
CAMixed$196.9M62,556KAISER FOUNDATION HEALTH PLAN, INC.
RELX INC.
RELX INC. WELFARE BENEFIT PLAN
NYFully insured$194.4M16,000UNITEDHEALTHCARE INSURANCE COMPANY
MICROSOFT CORPORATION
MICROSOFT CORPORATION WELFARE PLAN
WAMixed$165.7M173,490PRUDENTIAL INSURANCE COMPANY OF AMERICA
VERIZON COMMUNICATIONS INC.
THE PLAN FOR GROUP INSURANCE
NJMixed$158.1M160,964AETNA LIFE INSURANCE CO.
AT&T INC.
AT&T UMBRELLA BENEFIT PLAN NO. 2
TXMixed$112.8M283,569METROPOLITAN LIFE INSURANCE COMPANY
ASURION LLC
ASURION HEALTH & WELFARE BENEFITS PLAN
TNFully insured$109.8M8,027UNITEDHEALTHCARE INSURANCE COMPANY
CHARTER COMMUNICATIONS, INC.
CHARTER COMMUNICATIONS, INC. WELFARE BENEFIT PLAN
NCMixed$99.3M180,374HARTFORD LIFE AND ACCIDENT
VERIZON COMMUNICATIONS INC.
THE VERIZON RETIREE GROUP HEALTH PLAN FOR MGMT & NON-UNION HOURLY EMPLOYEES
NJFully insured$97.6M53,691PRUDENTIAL INSURANCE COMPANY OF AMERICA
COX ENTERPRISES, INC.
COX ENTERPRISES, INC. WELFARE BENEFIT PLAN
GAFully insured$73.4M77,491METROPOLITAN LIFE INSURANCE COMPANY
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY HEALTH
MOTION PICTURE INDUSTRY HEALTH PLAN
CAMixed$73.3M64,567KAISER FOUNDATION HEALTH PLAN INC
PERATON, INC.
PERATON HEALTH & WELFARE PLAN
VAMixed$57.2M27,678METROPOLITAN LIFE INSURANCE COMPANY
VERIZON COMMUNICATIONS INC.
VERIZON NEW YORK AND NEW ENGLAND RETIREE HEALTH (POST-1992 RETIREES) AND GROUP LIFE INSURANCE PLAN FOR ACTIVE AND RETIRED ASSOCIATES
NJMixed$56.2M47,087PRUDENTIAL INSURANCE COMPANY OF AMERICA
PARAMOUNT GLOBAL FKA VIACOMCBS INC.
PARAMOUNT GLOBAL HEALTH AND WELFARE PLAN
NYMixed$54.8M27,072METROPOLITAN LIFE INSURANCE COMPANY
WORKDAY, INC.
WORKDAY, INC. HEALTH AND WELFARE BENEFITS PLAN
CAFully insured$54.8M22,472KAISER FOUNDATION HEALTH PLAN INC.
VERIZON COMMUNICATIONS INC.
VERIZON WELFARE BENEFIT PLAN FOR MID-ATLANTIC ASSOCIATES
NJMixed$53.5M37,985PRUDENTIAL INSURANCE COMPANY OF AMERICA
KRATOS DEFENSE & SECURITY SOLUTIONS
KRATOS DEFENSE & SECURITY SOLUTIONS HEALTH BENEFIT PLAN
CAFully insured$49.9M3,220CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Prospect-flag prevalence

% of plans tripped, 2022
High broker comp %1,19139.4%Carrier concentration1,11036.7%Self-funded no stop-loss93630.9%Premium spike35411.7%Premium-per-life outlier31010.2%Carrier switched30310.0%Broker switched2819.3%
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica