PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SPA HAVENS, LLC DBA CAL-A-VIE

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 62-1822169

SPA HAVENS, LLC DBA CAL-A-VIE

29402 SPA HAVENS WAY · VISTA, CA 92084
7609452055
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
141
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.0M
CAL-A-VIE WELFARE BENEFITS PLAN
Fully insured141 covered·5 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$912K81.9%
Dental$64K5.8%
Vision$64K5.8%
Other$28K2.5%
Long-term disability$16K1.5%
Short-term disability$14K1.3%
Life$14K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$912K89.3%1281
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$64K6.3%11119
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$30K2.9%13141
AFLAC
EIN 822723296
STDOth
$14K1.4%1217

Broker overview

31 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC.$44K$2K$46K73.5%1
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC., AFLAC$14K$0$14K22.7%1
J&J KRENKLER INSURANCE SERVICES INCCARLSBAD, CAAFLAC$674$10$6841.1%1
EVELYN FRAZIERESCONDIDO, CAAFLAC$344$0$3440.5%1
SUSAN C. HAMACARLSBAD, CAAFLAC$293$10$3030.5%1
SARAH GAYDENENCINITAS, CAAFLAC$252$17$2690.4%1
HEATHER SEAUOCEANSIDE, CAAFLAC$259$5$2640.4%1
RMANN GROUP INCARVADA, COAFLAC$67$0$670.1%1
NATHAN H FRAZIERSAN MARCOS, CAAFLAC$67$0$670.1%1
ROBERT C WAITEOCEANSIDE, CAAFLAC$47$0$470.1%1
CHRISTOPHER L KENNEDYCARLSBAD, CAAFLAC$32$0$320.1%1
ANDREW R GRETHELLOVELAND, OHAFLAC$31$0$310.0%1
HUMBERTO CONTRERASESCONDIDO, CAAFLAC$31$0$310.0%1
DAVID A APFFELMARS, PAAFLAC$30$0$300.0%1
AMY REYESLAS VEGAS, NVAFLAC$28$0$280.0%1
SYBIL MEISTERMURRIETA, CAAFLAC$9$17$260.0%1
JUSTIN ROBERT JOHNSONSAN DIEGO, CAAFLAC$23$0$230.0%1
MICHAEL EDWARD REISNERSAN MARCOS, CAAFLAC$23$0$230.0%1
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAAFLAC$19$0$190.0%1
JAMIE R WALLACESAVANNAH, GAAFLAC$12$0$120.0%1
JACQUELINE D CADICSAN MARCOS, CAAFLAC$12$0$120.0%1
ELVIRA GUERRA MATAVISTA, CAAFLAC$7$5$120.0%1
CLAUDIA S. CHAMORROSAN DIEGO, CAAFLAC$10$0$100.0%1
KEVIN WAYNE FRAZIERSARASOTA, FLAFLAC$9$0$90.0%1
JUSTIN C LAMBSAINT CLOUD, FLAFLAC$8$0$80.0%1
JAMES J GRETHELLOVELAND, OHAFLAC$5$0$50.0%1
KERSTIN J VANZANTENTEMECULA, CAAFLAC$5$0$50.0%1
KRISTIN BEANSAN DIEGO, CAAFLAC$4$0$40.0%1
COLLEEN LAPRADEENCINITAS, CAAFLAC$1$0$10.0%1
DAWN T SUCHECKIWILMINGTON, NCAFLAC$1$0$10.0%1
NICHOLAS BRICE MARCUMYUCCA VALLEY, CAAFLAC$1$0$10.0%1

History & trajectory

10 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