PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE ONCOLOGY INSTITUTE CA, A PROFESSIONAL CORPORATION

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 20-8366709

THE ONCOLOGY INSTITUTE CA, A PROFESSIONAL CORPORATION

18000 STUDEBAKER ROAD · CERRITOS, CA 90703
5627353226
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
291
No prior year
Total participants
154
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
THE ONCOLOGY INSTITUTE CA HEALTH AND WELFARE PLAN
Fully insured291 covered·6 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M26.0%
Prescription drug$1.9M26.0%
Dental$1.6M21.9%
Vision$1.6M21.9%
Other$105K1.4%
Short-term disability$84K1.1%
Long-term disability$84K1.1%
Life$42K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$1.9M91.2%12291
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$171K8.0%17177
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$15K0.7%1186
CURALINC HEALTHCARE
EIN 331206383
Oth
$3K0.1%11134

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.IRVINE, CAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRE-PAID LEGAL SERVICES DBA LEGALSHIELD, AETNA LIFE INSURANCE COMPANY, AETNA HEALTH OF CALIFORNIA INC.$115K$3K$117K93.0%1
JOE FERNANDEZPLANO, TXUNUM INSURANCE COMPANY$7K$0$7K5.2%1
SELERIX INSURANCE SERVICES, LLCMCKINNEY, TXUNUM INSURANCE COMPANY$1K$0$1K0.8%1
CASSANDRA GREENPHOENIX, AZPRE-PAID LEGAL SERVICES DBA LEGALSHIELD$1K$0$1K0.8%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJUNUM INSURANCE COMPANY$145$63$2080.2%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