PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AMERIT FLEET SOLUTIONS

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 27-1655394

AMERIT FLEET SOLUTIONS

1333 NORTH CALIFORNIA BOULEVARD · WALNUT CREEK, CA 94596
9254442880
Plans filed
1
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
6,082
No prior year
Total participants
2,973
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.6M
AMERIT FLEET SOLUTIONS WELFARE BENEFITS PLAN
Mixed6,082 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M24.7%
Prescription drug$4.0M24.7%
Other$2.2M13.6%
Life$1.9M11.5%
Short-term disability$1.9M11.5%
Long-term disability$1.9M11.5%
Vision$418K2.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 581592076
HRx
$4.0M60.3%12617
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$2.1M31.3%122,975
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
VOth
$544K8.2%126,082
TRUSTMARK INSURANCE COMPANY
EIN 360792925
LOth
$10K0.1%1111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC., KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY$175K$12K$188K39.7%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$134K$13K$147K31.2%1
CUSTOM BENEFIT PROGRAMS INCMAITLAND, FLTRUSTMARK INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$114K$23K$137K29.0%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
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