PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KEVIN SULLIVAN & ASSOCIATES, INC.

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 20-4952677

KEVIN SULLIVAN & ASSOCIATES, INC.

431 N BUCHANAN CIR STE 2 · MARTINEZ, CA 94553
9258255625
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$640K
No prior year
Persons covered
100
No prior year
Total participants
101
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$640K
KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully insured100 covered·3 carriers
Primary: CALIFORNIACHOICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$563K44.0%
Prescription drug$563K44.0%
Dental$61K4.8%
Vision$61K4.8%
Life$17K1.3%
Other$17K1.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA CHOICE
EIN 330115986
HRx
$563K87.9%1159
HUMANA INSURANCE COMPANY
EIN 391263473
DV
$61K9.5%1161
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LOth
$17K2.6%12100

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SIERRA BENEFIT SOLUTIONSPILOT HILL, CACALIFORNIACHOICE, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY$37K$0$37K69.9%1
ROGERS BENEFIT GROUP INCDES PLAINES, ILCALIFORNIACHOICE, HUMANA INSURANCE COMPANY$16K$0$16K30.1%1

History & trajectory

2 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