PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RANCHO VALENCIA RESORT PARTNERS, LLC

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 27-2180344

RANCHO VALENCIA RESORT PARTNERS, LLC

5921 VALENCIA CIRCLE · RANCHO SANTA FE, CA 92067
8587561123
Plans filed
1
Years active
2015–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
298
No prior year
Total participants
298
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
RANCHO VALENCIA RESORT PARTNERS, LLC
Fully insured298 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M25.0%
Dental$2.2M24.4%
Vision$2.2M24.4%
Prescription drug$2.2M24.4%
Long-term disability$67K0.8%
Life$54K0.6%
Other$33K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxDV
$2.2M93.4%11190
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LLTDOth
$79K3.4%12298
MEDIEXCEL HEALTH PLAN
EIN 980689694
H
$52K2.3%1126
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LLTD
$21K0.9%1111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROOKS JUCHA & ASSOCIATESSOLONA BEACH, CABLUE CROSS OF CALIFORNIA, MEDIEXCEL HEALTH PLAN, ANTHEM LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$120K$268$120K98.2%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXPRINCIPAL LIFE INSURANCE COMPANY$0$1K$1K0.9%1
PATRIOT GROWTH INSURANCE SERVICESFORT WASHINGTON, PAMEDIEXCEL HEALTH PLAN$1K$0$1K0.9%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
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