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Sponsor portfolioWelfare / HealthEIN 33-0518794

ST. ANNE SCHOOL

32451 BEAR BRAND RD · LAGUNA NIGUEL, CA 92677
9492766747
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$846K
No prior year
Persons covered
107
No prior year
Total participants
105
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$846K
ST ANNE SCHOOL HEALTH AND WELFARE PLAN
Fully insured107 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$771K44.9%
Prescription drug$771K44.9%
Dental$63K3.7%
Vision$28K1.6%
Other$25K1.4%
Life$20K1.2%
Short-term disability$20K1.2%
Long-term disability$20K1.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$771K91.1%1174
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$43K5.1%1256
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$25K2.9%13107
EYEMED VISION CARE
EIN 430949844
V
$8K0.9%1180
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$110.0%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAMETROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, DELTA DENTAL OF CALIFORNIA$63K$975$64K93.8%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION$2K$358$2K3.2%1
ENROLLEASEATLANTA, GAEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$2K$0$2K3.1%1

History & trajectory

8 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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