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Sponsor portfolioWelfare / HealthEIN 57-1220670

SOCAL INDUSTRIES

163 SIXTH AVENUE · CITY OF INDUSTRY, CA 91746
8008508871
Plans filed
1
Years active
2019–2026
Industry
NAICS 56
Latest filing
2026
Total premiums (latest)
$1.6M
No prior year
Persons covered
290
No prior year
Total participants
165
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$1.6M
SOCAL INDUSTRIES HEALTH AND WELFARE PLAN
Fully insured290 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M66.0%
Life$186K8.8%
Other$186K8.8%
Dental$161K7.6%
Vision$148K7.0%
Short-term disability$38K1.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$1.2M73.0%11163
HEALTH NET
EIN 954402957
H
$232K14.5%1122
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLOth
$148K9.3%11290
AFLAC
EIN 822723296
LSTDOth
$38K2.4%1139
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$13K0.8%1199

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALEX FERNANDEZ D/B/A AXIS INSURANCEHUNTINGTON BEACH, CASAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, KAISER FOUNDATION HEALTH PLAN, INC., AFLAC$90K$0$90K65.8%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC.$22K$0$22K16.3%1
ALEX THOR FERNANDEZ DBA AXISHUNTINGTON BEACH, CAHEALTH NET$20K$0$20K14.9%1
TABELLO INS SERVICES INCLA HABRA, CAAFLAC$2K$0$2K1.1%1
JONATHAN ALI HAJIMOMENHUNTINGTON BEACH, CAAFLAC$722$0$7220.5%1
LUZ CASTILLO BARRIGAHAWAIIAN GARDENS, CAAFLAC$510$0$5100.4%1
DANIEL J TABELLOWHITTIER, CAAFLAC$427$0$4270.3%1
DANIEL TYLER ADAMSONANAHEIM, CAAFLAC$356$0$3560.3%1
AURELIO VELAFULLERTON, CAAFLAC$276$0$2760.2%1
ELENA MARIA VIERADOWNEY, CAAFLAC$237$0$2370.2%1
GUILLERMO A QUINTEROCERRITOS, CAAFLAC$51$0$510.0%1
OLIVER SCHACKFULLERTON, CAAFLAC$22$0$220.0%1
TOAN HUU PHAMSANTA ANA, CAAFLAC$4$0$40.0%1

History & trajectory

8 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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