PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SPECIALIZED RETAIL STORES 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 46-1425563

SPECIALIZED RETAIL STORES LLC

15130 CONCORD CIR · MORGAN HILL, CA 95037
4087796229
Plans filed
1
Years active
2023–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$547K
No prior year
Persons covered
375
No prior year
Total participants
376
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$547K
SPECIALIZED RETAIL STORES LLC. HEALTH AND WELFARE PLAN
Mixed375 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$325K21.0%
Life$259K16.8%
Short-term disability$259K16.8%
Long-term disability$259K16.8%
Dental$222K14.3%
Vision$222K14.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$325K59.5%12375
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$222K40.5%11298

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNUM INSURANCE COMPANY$39K$7K$46K100.0%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
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