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Sponsor portfolioWelfare / HealthEIN 46-3883876

PORT VIEW PREPARATORY, INC.

1361 VALENCIA AVENUE · TUSTIN, CA 92780
7144636390
Plans filed
1
Years active
2023–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$885K
No prior year
Persons covered
204
No prior year
Total participants
158
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$885K
PORT VIEW PREPARATORY WELFARE BENEFIT PLAN
Fully insured204 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$737K42.9%
Prescription drug$737K42.9%
Dental$79K4.6%
Vision$79K4.6%
Other$47K2.7%
Short-term disability$21K1.2%
Life$16K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$734K82.9%11141
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
DV
$79K9.0%11171
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$68K7.7%15199
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
HRx
$3K0.4%11204

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GAMIE, LLCSAN DIEGO, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$48K$520$48K67.1%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CABLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$0$17K$17K23.9%1
ENHANCED BENEFITS INSURANCE SOLSANTEE, CAUNITED OF OMAHA LIFE INSURANCE COMPANY$6K$217$7K9.0%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
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