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Sponsor portfolioWelfare / HealthEIN 20-5372766

JONES BLUMENTHAL LLC DBA MERCEDES BENZ OF TEMECULA

40910 TEMECULA CENTER DRIVE · TEMECULA, CA 92591
9512167874
Plans filed
1
Years active
2022–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
480
No prior year
Total participants
223
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
JONES BLUMENTHAL LLC DBA MERCEDES BENZ OF TEMECULA WELFARE BENEFITS PLAN
Fully insured480 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M36.5%
Prescription drug$2.6M36.5%
Dental$341K4.8%
Vision$318K4.5%
Life$318K4.5%
Short-term disability$318K4.5%
Long-term disability$318K4.5%
Other$318K4.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$2.6M88.4%11223
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$318K10.8%11480
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$23K0.8%11143

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFITS AMERICA INSURANCE SERVICESNEWPORT BEACH, CAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., CALIFORNIA PHYSICIANS SERVICE$43K$83K$127K86.2%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC.$12K$3K$14K9.8%1
BEERE & PURVES INCWALNUT CREEK, CAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC.$6K$0$6K4.0%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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