PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. APPROVED TRANSPORTATION & WAREHOUSING, LTD.

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 33-0265992

APPROVED TRANSPORTATION & WAREHOUSING, LTD.

9089 CLAIREMONT MESA BOULEVARD · SAN DIEGO, CA 92123
8585601690
Plans filed
1
Years active
2020–2025
Industry
NAICS 49
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
184
No prior year
Total participants
115
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
APPROVED TRANSPORTATION & WAREHOUSING, LTD. CAFETERIA PLAN
Fully insured184 covered·3 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M23.3%
Dental$1.8M23.3%
Vision$1.8M23.3%
Prescription drug$1.8M23.3%
Life$175K2.3%
Other$175K2.3%
Short-term disability$170K2.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 954331852
HRxDV
$1.8M91.0%11184
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDOth
$170K8.8%11169
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$5K0.2%1198

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT, BLUE CROSS OF CALIFORNIA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$100K$7K$108K83.4%1
ENHANCED BENEFITS INSURANCE SOLSANTEE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$21K$0$21K16.6%1

History & trajectory

6 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