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Sponsor portfolioWelfare / HealthEIN 33-0749423

PATENUADE & FELIX, A.P.C.

9619 CHESAPEAKE DRIVE · SAN DIEGO, CA 92123
8582447600
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$769K
No prior year
Persons covered
182
No prior year
Total participants
147
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$769K
PATENAUDE & FELIX, A. P. C. HEALTH & WELFARE PLAN
Fully insured182 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$559K57.0%
Dental$188K19.2%
Vision$188K19.2%
Short-term disability$19K1.9%
Long-term disability$19K1.9%
Life$4K0.4%
Other$4K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
H
$324K42.1%1156
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
H
$235K30.5%1131
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DVLOth
$192K24.9%12182
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
STDLTD
$19K2.4%1130

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCGRAND RAPIDS, MIANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$41K$8K$48K90.4%1
ASSUREDPARTNERSFRESNO, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$4K$0$4K8.4%1
ROGERS BENEFIT GROUP INCPHOENIX, AZANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$680$0$6801.3%1

History & trajectory

5 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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