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Sponsor portfolioWelfare / HealthEIN 33-0886406

PFN LENDING GROUP, INC

d/b/a PRIORITY FINANCIAL NETWORK
5016 PARKWAY CALABASAS STE 200 · CALABASAS, CA 913022598
8182239999
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$873K
No prior year
Persons covered
336
No prior year
Total participants
90
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$873K
PFN LENDING HEALTH AND WELFARE BENEFITS PLAN
Fully insured336 covered·4 carriers
Primary: ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$797K72.8%
Dental$77K7.0%
Vision$73K6.7%
Life$73K6.7%
Other$73K6.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
H
$559K64.1%1149
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$237K27.2%1129
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581823
DVLOth
$73K8.4%11336
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$3K0.4%1115

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EXECUTIVE FINANCIAL BENE-FACTS INCLOS ANGELES, CAMETROPOLITAN LIFE INSURANCE CO, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, SAFEGUARD HEALTH PLANS INC, KAISER FOUNDATION HEALTH PLAN$25K$562$25K50.6%1
RW INSURANCE AGENCYMANHATTAN BEACH, CAMETROPOLITAN LIFE INSURANCE CO, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, SAFEGUARD HEALTH PLANS INC, KAISER FOUNDATION HEALTH PLAN$25K$0$25K49.4%1

History & trajectory

6 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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