PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. OAKMONT MANAGEMENT GROUP LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 46-1228206

OAKMONT MANAGEMENT GROUP LLC

3 PARK PLAZA, SUITE 1920 · IRVINE, CA 92614
9497445200
Plans filed
1
Years active
2016–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$19.9M
No prior year
Persons covered
6,066
No prior year
Total participants
6,207
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$19.9M
OAKMONT MANAGEMENT GROUP HEALTH AND WELFARE PLAN
Fully insured6,066 covered·8 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$17.8M42.4%
Prescription drug$16.9M40.1%
Dental$2.6M6.3%
Other$1.8M4.3%
Life$1.7M4.0%
Vision$1.2M2.9%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$16.3M81.9%111,880
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLOth
$1.7M8.4%115,852
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HDV
$961K4.8%11111
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$574K2.9%1173
EYEMED VISION CARE
EIN 430949844
V
$244K1.2%112,548
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$143K0.7%116,066
PREMIER ACCESS INSURANCE COMPANY
EIN 911857813
D
$17K0.1%11538
CALIFORNIA PHYSICIANS SERVICE
EIN 930954061
$00.0%116,066

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN FRANCISCO, CAWESTERN HEALTH ADVANTAGE, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., PREMIER ACCESS INSURANCE COMPANY$449K$9K$458K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica