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Sponsor portfolioWelfare / HealthEIN 33-0660405

ORANGE COUNTY EMPLOYEES HEALTH & WELFARE

830 NORTH ROSS STREET · SANTA ANA, CA 92701
7148353355
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$6.9M
No prior year
Persons covered
24,800
No prior year
Total participants
14,468
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.9M
OCEA HEALTH AND WELFARE TRUST
Mixed24,800 covered·3 carriers
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$2.3M33.2%
Life$1.8M26.7%
Dental$1.8M26.7%
Short-term disability$919K13.4%
Other$3K0.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$5.0M73.3%1324,800
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$1.8M26.7%114,574
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$3K0.0%1113

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DEBRA OTTENNAPLES, FLPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$68$0$68100.0%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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