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Sponsor portfolioWelfare / HealthEIN 33-0789200

CRM CO LLC

1301 DOVE STREET, SUITE 940 · NEWPORT BEACH, CA 92660
9492639100
Plans filed
1
Years active
2016–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
150
No prior year
Total participants
173
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
CRM CO LLC HEALTH AND WELFARE PLAN
Fully insured150 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M27.5%
Prescription drug$1.0M27.5%
Dental$809K21.6%
Vision$665K17.8%
Other$182K4.9%
Life$26K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRxDV
$886K73.0%12145
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$156K12.9%1549
CDPHP
EIN 141641028
HRxD
$145K11.9%1112
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$26K2.1%12150

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.REDLANDS, CAAETNA HEALTH OF CALIFORNIA INC., UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC.$55K$5K$60K63.6%1
VARIOUS - SEE ATTACHEDCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$29K$5K$34K36.3%1
VAROIUS - SEE ATTACHMENTCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$0$380.0%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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