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Sponsor portfolioWelfare / HealthEIN 23-7425754
MONTECITO RETIREMENT ASSOCIATION
d/b/a CASA DORINDA
300 HOT SPRINGS ROAD · SANTA BARBARA, CA 93108
8059698011
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$858K
No prior year
Persons covered
305
No prior year
Total participants
232
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $672K | 43.3% | |
| Prescription drug | $672K | 43.3% | |
| Dental | $145K | 9.3% | |
| Other | $33K | 2.1% | |
| Life | $15K | 0.9% | |
| Short-term disability | $8K | 0.5% | |
| Long-term disability | $8K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $672K | 78.4% | 1 | 1 | 49 |
EIN 954331852 | D | $145K | 16.9% | 1 | 1 | 305 |
EIN 010278678 | LSTDLTDOth | $22K | 2.6% | 1 | 2 | 232 |
EIN 822723296 | Oth | $18K | 2.1% | 1 | 1 | 32 |
Broker overview
18 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, UNUM LIFE INSURANCE COMPANY OF AMERICA | $50K | $3K | $53K | 84.1% | 1 |
| LORI TAKEUCHI | SANTA BARBARA, CA | AFLAC | $4K | $314 | $4K | 6.6% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 2.7% | 1 |
| ENROLLEASE | ATLANTA, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $318 | $2K | 2.5% | 1 |
| STEPHEN HARDY | SANTA BARBARA, CA | AFLAC | $872 | $79 | $951 | 1.5% | 1 |
| TIRZO A LOPEZ | ROANOKE, TX | AFLAC | $665 | $73 | $738 | 1.2% | 1 |
| GUADALUPE SANTOYO | GOLETA, CA | AFLAC | $367 | $12 | $379 | 0.6% | 1 |
| PHILLIP RAY MIRANDA | OXNARD, CA | AFLAC | $248 | $0 | $248 | 0.4% | 1 |
| ROYAL M DEARVIL | LINCOLN, KS | AFLAC | $77 | $0 | $77 | 0.1% | 1 |
| KAREN A WILSON | PASO ROBLES, CA | AFLAC | $42 | $0 | $42 | 0.1% | 1 |
| GARY WAYNE WILLINGHAM | SEBRING, FL | AFLAC | $34 | $0 | $34 | 0.1% | 1 |
| SHEILA M KEARNS | ARROYO GRANDE, CA | AFLAC | $34 | $0 | $34 | 0.1% | 1 |
| WILLINGHAM INC | LOUISBURG, KS | AFLAC | $22 | $0 | $22 | 0.0% | 1 |
| KAREN LEE LINDSEY | SANTA MARIA, CA | AFLAC | $19 | $0 | $19 | 0.0% | 1 |
| MARK FRIEHE | OMAHA, NE | AFLAC | $13 | $0 | $13 | 0.0% | 1 |
| D BREDESON INSURANCE SERVICES INC | CORNELIUS, NC | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| SHANE M OWEN | ANTIOCH, TN | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| CHARLES D. BLOCK | SAN LEANDRO, CA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
10 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