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Sponsor portfolioWelfare / HealthEIN 26-2136244

AGENDIA, INC.

22 MORGAN · IRVINE, CA 926182202
9495406300
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
168
No prior year
Total participants
172
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
AGENDIA, INC. HEALTH & WELFARE PLAN
Fully insured168 covered·7 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M46.8%
Prescription drug$2.5M46.8%
Dental$154K2.9%
Other$60K1.1%
Short-term disability$42K0.8%
Long-term disability$33K0.6%
Life$31K0.6%
Vision$25K0.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$1.9M68.9%11105
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$557K19.9%1174
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$154K5.5%12131
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$105K3.8%14168
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$26K0.9%12109
VISION SERVICE PLAN
EIN 941632821
V
$25K0.9%11129
LEGALPLANS, USA
EIN 134256913
Oth
$3K0.1%1116

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CALEGALPLANS, USA, KAISER FOUNDATION HEALTH PLAN INC., HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$58K$103K$161K100.0%1

History & trajectory

11 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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