PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH

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 20-5940887

JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH

5805 SEPULVEDA BLVD. · SHERMAN OAKS, CA 91411
8189025000
Plans filed
2
Years active
2024–2026
Industry
NAICS 62
Latest filing
2026
Total premiums (latest)
$1.5M
No prior year
Persons covered
676
No prior year
Total participants
621
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.3M
JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH MEDICAL PLAN
Fully insured175 covered·1 carrier
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #502$186K
JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH ANCILLARY BENEFITS PLAN
Fully insured501 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M39.5%
Prescription drug$1.3M39.5%
Dental$186K5.5%
Vision$177K5.2%
Life$177K5.2%
Other$177K5.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.3M87.9%12175
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLOth
$177K11.5%11501
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$9K0.6%1198

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JOSHUA DAVID SCHWABBROOKLYN, NYMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC.,A CALIFORNIA CORPORATION, KAISER FOUNDATION HEALTH PLAN, INC.$71K$0$71K103.5%2
GCG FINANCIAL LLCOXNARD, CAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC.,A CALIFORNIA CORPORATION, KAISER FOUNDATION HEALTH PLAN, INC.$11K$637$12K16.9%2
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC.-$3K$0-$3K-4.1%1
EDWARD LEVYVALLEY VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC.-$11K$0-$11K-16.3%1

History & trajectory

3 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