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Sponsor portfolioWelfare / HealthEIN 20-5242307

CARLTON SENIOR LIVING, LLC

4071 PORT CHICAGO HIGHWAY · CONCORD, CA 94520
9253706220
Plans filed
1
Years active
2015–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$6.8M
No prior year
Persons covered
1,059
No prior year
Total participants
1,101
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.8M
CARLTON SENIOR LIVING, LLC HEALTH AND WELFARE PLAN
Fully insured1,059 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.0M43.9%
Prescription drug$6.0M43.9%
Other$704K5.1%
Dental$467K3.4%
Life$236K1.7%
Long-term disability$236K1.7%
Vision$30K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$6.0M89.1%11617
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLLTDOth
$704K10.4%121,059
EYEMED VISION CARE
EIN 430949844
V
$30K0.4%11620

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WOODRUFF-SAWYER & COSAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$303K$17K$320K100.0%1

History & trajectory

11 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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