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Sponsor portfolioWelfare / HealthEIN 33-0075004

KLINEDINST PC

501 W. BROADWAY · SAN DIEGO, CA 92101
6194008000
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
151
No prior year
Total participants
194
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$2.4M
KLINEDINST PC HEALTH AND WELFARE PLAN
Mixed151 covered·7 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #501$0
KLINEDINST PC WELFARE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M84.0%
Other$170K6.5%
Life$124K4.8%
Long-term disability$124K4.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$1.5M64.1%1286
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$677K28.7%1376
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
LLTDOth
$124K5.2%11151
AFLAC
EIN 570514130
Oth
$32K1.4%1155
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$14K0.6%1119

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCGRAND RAPIDS, MICIGNA HEALTH AND LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, KAISER FOUNDATION HEALTH PLAN INC, CIGNA HEALTHCARE OF CALIFORNIA, INC.$130K$0$130K78.5%1
ROGERS BENEFIT GROUP INCPHOENIX, AZCIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTHCARE OF CALIFORNIA, INC.$30K$0$30K18.2%1
CK GOHL INSURANCE SOLUTIONSSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K2.0%1
AGNES ESPENO MORALESPOWAY, CACONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K0.7%1
KEN MAJORHUNGTINGTON BEACH, CACONTINENTAL AMERICAN INSURANCE COMPANY$623$0$6230.4%1
MICHELLE R HAMESEL CAJON, CACONTINENTAL AMERICAN INSURANCE COMPANY$163$0$1630.1%1
MYKISHA L. THOMASLOS ANGELES, CACONTINENTAL AMERICAN INSURANCE COMPANY$149$0$1490.1%1
WHITNEY L MILLWOODFLEMING ISLAND, FLCONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%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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