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Sponsor portfolioWelfare / HealthEIN 27-2300005

CABRILLO COASTAL GENERAL INSURANCE AGENCY

301 NW 138TH TERRACE · JONESVILLE, FL 32669
3522242820
Plans filed
1
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$557K
No prior year
Persons covered
413
No prior year
Total participants
142
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$557K
CABRILLO COASTAL GENERAL INSURANCE AGENCY EMPLOYEE BENEFITS PLAN
Mixed413 covered·4 carriers
Primary: ZURICH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$385K64.8%
Dental$102K17.2%
Long-term disability$38K6.3%
Life$38K6.3%
Health$20K3.3%
Vision$11K1.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ZURICH AMERICAN INSURANCE COMPANY
EIN 352485780
Oth
$296K53.1%11413
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLLTDOth
$230K41.3%15171
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
H
$20K3.6%1132
EYEMED VISION CARE
EIN 430949844
V
$11K2.0%11204

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RSC INSURANCE BROKERAGE INCKASAS CITY, MOTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$23K$0$23K43.5%1
ASSUREDPARTNERSELMWOOD PARK, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$16K$16K29.9%1
RISK STRATEGIES COMPANYBOSTON, MATRANSAMERICA LIFE INSURANCE COMPANY$4K$0$4K6.8%1
EXCELSIOR BENEFITS LLCEXCELSIOR, MNTRANSAMERICA LIFE INSURANCE COMPANY$3K$0$3K5.6%1
INTEGRATED ENROLLMENT & TECHNOLOGYFORT LAUDERDALE, FLTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K4.8%1
WEBTPAIRVING, TXTRANSAMERICA LIFE INSURANCE COMPANY$0$2K$2K3.3%1
AMWINSNORTH KINGSTOWN, RITRANSAMERICA LIFE INSURANCE COMPANY$0$2K$2K3.2%1
LAROCCA AND ASSOCIATES INCFORT LAUDERDALE, FLEYEMED VISION CARE$2K$0$2K2.9%1

History & trajectory

8 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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