PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PACIFIC CHARTER INSTITUTE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 16-1727094

PACIFIC CHARTER INSTITUTE

2241 HARVARD STREET · SACRAMENTO, CA 95815
9164734757
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
666
No prior year
Total participants
253
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.8M
PACIFIC CHARTER INSTITUTE WRAP BENEFIT PLAN
Fully insured666 covered·6 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M48.3%
Prescription drug$3.7M48.3%
Other$73K0.9%
Life$69K0.9%
Short-term disability$69K0.9%
Vision$48K0.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.2M58.7%11352
ANTHEM LIFE INSURANCE COMPANY
EIN 953760980
HRx
$1.5M38.2%11159
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$69K1.8%11268
VISION SERVICE PLAN
EIN 941632821
V
$48K1.2%11251
TELUS HEALTH (US) LTD.
EIN 521883918
Oth
$4K0.1%11360
DELTA DENTAL OF CALIFORNIA
EIN 941461312
$00.0%11666

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CLEVELAND, OHANTHEM BLUE CROSS, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC.$121K$9K$130K85.8%1
AMWINSSANTA ANA, CAANTHEM BLUE CROSS$0$21K$21K14.0%1
ENROLLEASELAS VEGAS, NVVISION SERVICE PLAN$291$0$2910.2%1

History & trajectory

10 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
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