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Sponsor portfolioWelfare / HealthEIN 33-0161177

CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE

23442 EL TORO ROAD · LAKE FOREST, CA 92630
9494724700
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
320
No prior year
Total participants
320
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.6M
CASA PACIFICA EMPLOYEE BENEFIT PLAN
Fully insured320 covered·3 carriers
Primary: AETNA HEALTH OF CALIFORNIA INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M45.5%
Prescription drug$1.5M45.5%
Dental$116K3.4%
Vision$116K3.4%
Other$52K1.5%
Life$20K0.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDVOth
$1.6M98.8%13240
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LOth
$20K1.2%11320

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCIRVINE, CAAETNA LIFE INSURANCE COMPANY, AETNA HEALTH OF CALIFORNIA INC, ANTHEM LIFE INSURANCE COMPANY$103K$8K$111K100.0%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
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