PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS

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 25-6774871

THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS

37977 BOB HOPE DRIVE · RANCHO MIRAGE, CA 92270
7602022272
Plans filed
1
Years active
2021–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$502K
No prior year
Persons covered
133
No prior year
Total participants
97
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$502K
THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS BENEFITS PLAN
Fully insured133 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$481K47.6%
Dental$279K27.6%
Prescription drug$202K20.0%
Other$15K1.5%
Life$14K1.4%
Long-term disability$14K1.4%
Vision$5K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRxD
$481K95.9%12133
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$14K2.8%1193
VISION SERVICE PLAN
EIN 941632821
V
$5K1.0%1165
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$2K0.3%11100

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCULVER CITY, CAAETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC., VISION SERVICE PLAN, HARTFORD LIFE AND ACCIDENT$28K$1K$29K100.0%1

History & trajectory

5 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