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Sponsor portfolioWelfare / HealthEIN 33-0470446

OAK GROVE INSTITUTE FOUNDATION INC.

24275 JEFFERSON AVENUE · MURRIETA, CA 92562
9516775599
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
344
No prior year
Total participants
336
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.4M
OAK GROVE BENEFIT PLAN
Fully insured344 covered·4 carriers
Primary: ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$305K37.4%
Prescription drug$305K37.4%
Dental$74K9.0%
Vision$74K9.0%
Other$33K4.1%
Life$24K2.9%
Short-term disability$2K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
$983K70.3%11145
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$305K21.9%1127
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$74K5.3%11310
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$35K2.5%15344

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC.$90K$2K$92K100.0%1
ENROLLEASEATLANTA, GAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$0$0$00.0%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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