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Sponsor portfolioWelfare / HealthEIN 01-0556156

JOHN BURNS RESEARCH AND CONSULTING, LLC

9140 IRVINE CENTER DRIVE · IRVINE, CA 92618
9498701200
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
176
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
JOHN BURNS RESEARCH AND CONSULTING LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured176 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M43.9%
Prescription drug$1.1M43.9%
Dental$108K4.2%
Vision$93K3.6%
Short-term disability$44K1.7%
Other$44K1.7%
Life$28K1.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 954331852
HRx
$981K77.4%11131
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$151K11.9%1119
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$93K7.3%11176
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
LSTDOth
$28K2.2%11116
AFLAC
EIN 570514130
DSTDOth
$15K1.2%1123

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADVOCATE, INC.NEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, CONTINENTAL AMERICAN INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$72K$12K$84K90.5%1
BENNIE INSURANCE, LLCSTAMFORD, CTKAISER FOUNDATION HEALTH PLAN, INC.$4K$0$4K4.1%1
DENISE M. AVILA WALKERHACIENDA HEIGHTS, CACONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K2.3%1
STEPHANIE A REYNOSONEWPORT BEACH, CACONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K1.5%1
DANIEL AARON MCCONNELLWOODLAND, CACONTINENTAL AMERICAN INSURANCE COMPANY$785$0$7850.8%1
C.A. TORRES INSURANCE SERVICES LLCMISSION VIEJO, CACONTINENTAL AMERICAN INSURANCE COMPANY$483$0$4830.5%1
TOMMY C FLEESONIRVINE, CACONTINENTAL AMERICAN INSURANCE COMPANY$251$0$2510.3%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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