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Sponsor portfolioWelfare / HealthEIN 37-1472460

OJAI VALLEY INN AND SPA

905 COUNTRY CLUB RD · OJAI, CA 93023
8056402143
Plans filed
1
Years active
2017–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
895
No prior year
Total participants
709
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
OJAI VALLEY INN AND SPA HEALTH AND BENEFITS WELFARE PLAN
Fully insured895 covered·5 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.1M39.3%
Prescription drug$4.1M39.3%
Dental$399K3.9%
Other$363K3.5%
Vision$360K3.5%
Life$360K3.5%
Short-term disability$360K3.5%
Long-term disability$360K3.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$3.7M82.6%11501
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$374K8.4%1157
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$360K8.1%11895
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$38K0.9%11284
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$2K0.1%1111

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CACALIFORNIA PHYSICIANS SERVICE, SAFEGUARD HEALTH PLANS, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN LIFE INSURANCE COMPANY$68K$206K$274K100.0%1

History & trajectory

9 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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