PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. A.M. ORTEGA CONSTRUCTION, INC.

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 33-0118336

A.M. ORTEGA CONSTRUCTION, INC.

10125 CHANNEL RD. · LAKESIDE, CA 92040
6193901988
Plans filed
2
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$717K
No prior year
Persons covered
220
No prior year
Total participants
136
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$717K
A.M. ORTEGA HEALTH & WELFARE PROGRAM
Fully insured220 covered·6 carriers
Primary: CALIFORNIACHOICE
Plan #502$4K
A.M. ORTEGA HEALTH & WELFARE PROGRAM
Fully insured220 covered·1 carrier
Primary: HOLMAN FAMILY COUNSELING, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$646K82.9%
Other$39K4.9%
Life$34K4.4%
Dental$32K4.1%
Vision$28K3.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA CHOICE
EIN 330115986
H
$598K83.4%1133
MEDIEXCEL HEALTH PLAN
EIN 980689694
H
$49K6.8%1120
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$34K4.8%12140
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$28K4.0%1159
HOLMAN FAMILY COUNSELING, INC.
EIN 953966486
Oth
$4K0.6%11220
LIBERTY DENTAL PLAN OF CALIFORNIA, INC.
EIN 330979956
D
$4K0.5%1126

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCGREENSBORO, NCAMERITAS LIFE INSURANCE CORP., LIBERTY DENTAL PLAN OF CALIFORNIA, INC, HOLMAN FAMILY COUNSELING, INC., MEDIEXCEL HEALTH PLAN, CALIFORNIACHOICE$34K$1K$35K58.0%1
CRC BENEFITSDALLAS, TXCALIFORNIACHOICE$16K$0$16K26.3%1
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCAMERITAS LIFE INSURANCE CORP., UNUM LIFE INSURANCE COMPANY OF AMERICA$7K$345$8K12.6%1
ASSUREDPARTNERSBLUE BELL, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$0$2K$2K3.1%1

History & trajectory

2 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