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Sponsor portfolioWelfare / HealthEIN 33-0900825

AFFINITY DEVELOPMENT GROUP

10590 WEST OCEAN AIR DRIVE · SAN DIEGO, CA 92130
8587775174
Plans filed
1
Years active
2015–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
438
No prior year
Total participants
243
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
AFFINITY DEVELOPMENT GROUP WELFARE BENEFITS PLAN
Fully insured438 covered·4 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M32.0%
Prescription drug$3.9M32.0%
Dental$2.0M16.8%
Vision$2.0M16.5%
Other$122K1.0%
Life$95K0.8%
Long-term disability$95K0.8%
Short-term disability$27K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRxDV
$3.9M97.0%12438
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$95K2.4%11240
AFLAC
EIN 822723296
DSTDOth
$27K0.7%1129

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOAETNA HEALTH OF CALIFORNIA, INC., AETNA LIFE INSURANCE COMPANY, AFLAC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$171K$14K$185K97.2%1
CATHERINE GOHLLA MESA, CAAFLAC$2K$124$2K1.1%1
CK GOHL INSURANCE SOLUTIONSLA MESA, CAAFLAC$1K$0$1K0.7%1
MJ INSURANCERIDGECREST, CAAFLAC$1K$0$1K0.5%1
AGNES E MORALESRAMONA, CAAFLAC$642$29$6710.4%1
KEN MAJORIRVINE, CAAFLAC$166$12$1780.1%1
KIM COUGHLINBERLIN, CTAFLAC$123$0$1230.1%1

History & trajectory

11 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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