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Sponsor portfolioWelfare / HealthEIN 33-0969912

THE RESIDENTIALIST GROUP

3800 KILROY AIRPORT WAY · LONG BEACH, CA 90806
5626371231
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
123
No prior year
Total participants
139
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
THE RESIDENTIALIST GROUP EMPLOYEE BENEFITS PLAN
Fully insured123 covered·5 carriers
Primary: AETNA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M45.4%
Prescription drug$2.0M45.4%
Dental$87K2.0%
Vision$81K1.8%
Other$61K1.4%
Life$60K1.4%
Short-term disability$60K1.4%
Long-term disability$60K1.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxOth
$1.7M77.3%12108
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$340K15.8%1165
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
DVLSTDLTDOth
$141K6.5%12123
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$6K0.3%1130

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VITA INSURANCE ASSOCIATES, INC.MOUNTAIN VIEW, CAMETROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., RELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA$76K$0$76K73.6%1
BROWN & BROWN INSURANCE SERVICESLONG BEACH, CAAETNA$14K$0$14K13.6%1
GIS BENEFITS INCSAN FRANCISCO, CAMETROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$7K$459$7K6.9%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$0$6K$6K6.0%1
THE BALDWIN GROUP WEST LLCIRVINE, CAKAISER FOUNDATION HEALTH PLAN, INC.$0$134$1340.1%1
BURNHAM BENEFITS INSURANCE SERVICESIRVINE, CARELIANCE STANDARD LIFE INSURANCE COMPANY-$94$0-$94-0.1%1

History & trajectory

3 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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