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Sponsor portfolioWelfare / HealthEIN 33-0658910

PTS ADVANCE

1775 FLIGHT WAY, SUITE 100 · TUSTIN, CA 92782
2164802906
Plans filed
2
Years active
2016–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
742
No prior year
Total participants
780
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$3.8M
PTS ADVANCE HEALTH & WELFARE PLAN
Fully insured742 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA
Plan #501$3.3M
PTS ADVANCE WELFARE BENEFIT PLAN
Fully insured0 covered·5 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M45.4%
Other$3.1M42.4%
Prescription drug$302K4.1%
Dental$208K2.8%
Vision$208K2.8%
Life$78K1.1%
Short-term disability$60K0.8%
Long-term disability$56K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HOth
$3.1M81.3%11646
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$302K8.0%1243
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
DV
$208K5.5%11742
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$194K5.1%13680

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CASTANDARD INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$24K$0$24K100.0%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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