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Sponsor portfolioWelfare / HealthEIN 04-3612673

CLASSIC VACATIONS, LLC

5669 SNELL AVENUE · SAN JOSE, CA 95123
4082874550
Plans filed
1
Years active
2022–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
377
No prior year
Total participants
224
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
CLASSIC VACATIONS WELFARE PLAN
Fully insured377 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.6M28.1%
Health$886K15.9%
Prescription drug$886K15.9%
Life$672K12.1%
Short-term disability$672K12.1%
Long-term disability$672K12.1%
Dental$188K3.4%
Vision$23K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRxOth
$886K49.9%1186
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$672K37.8%11216
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$188K10.6%11377
VISION SERVICE PLAN
EIN 941632821
V
$23K1.3%11165
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$7K0.4%1132

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MJ INSURANCECARMEL, INVISION SERVICE PLAN, DELTA DENTAL OF CALIFORNIA, UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$92K$11K$103K99.1%1
TRACY BROUGHTONLADERA RANCH, CAPRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD$852$0$8520.8%1
NFP INSURANCE SERVICES INCLAFAYETTE, CAPRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD$93$0$930.1%1
W CRAIG HEPNERLADERA RANCH, CAPRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD$36$0$360.0%1

History & trajectory

4 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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