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Sponsor portfolioWelfare / HealthEIN 33-0631540

COVENANT CARE CALIFORNIA, LLC

120 VANTIS DRIVE, SUITE 200 · ALISO VIEJO, CA 92656
9493491200
Plans filed
4
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$7.0M
No prior year
Persons covered
6,727
No prior year
Total participants
5,902
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #514$5.7M
COVENANT CARE CALIFORNIA, LLC EMPLOYEE HEALTH PLAN
Fully insured886 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC.
Plan #511$912K
COVENANT CARE CALIFORNIA, LLC EMPLOYEE DENTAL AND VISION PLAN
Fully insured2,668 covered·2 carriers
Primary: AMERITAS LIFE INSURANCE CORP.
Plan #513$232K
COVENANT CARE CALIFORNIA, LLC EMPLOYEE LIFE AND AD&D
Fully insured3,084 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #505$76K
COVENANT CARE CALIFORNIA, LLC DISABILITY BENEFIT PLAN
Fully insured89 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.6M41.0%
Prescription drug$5.6M41.0%
Dental$912K6.7%
Vision$874K6.4%
Other$267K2.0%
Life$232K1.7%
Short-term disability$76K0.6%
Long-term disability$76K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$5.6M79.8%13427
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$874K12.5%112,668
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$308K4.4%233,173
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$184K2.6%11886
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$38K0.6%11184

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, SAFEGUARD HEALTH PLANS, INC., AMERITAS LIFE INSURANCE CORP., KAISER FOUNDATION HEALTH PLAN INC., RELIASTAR LIFE INSURANCE COMPANY$130K$102K$232K94.7%4
AON CONSULTING INCMINNEAPOLIS, MNRELIASTAR LIFE INSURANCE COMPANY$0$13K$13K5.3%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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