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Sponsor portfolioWelfare / HealthEIN 68-0201024

O'CONNOR WOODS HOUSING CORP

3400 WAGNER HEIGHTS ROAD · STOCKTON, CA 95209
2099563428
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
345
No prior year
Total participants
241
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
O'CONNOR WOODS HEALTH AND WELFARE PLAN
Fully insured345 covered·6 carriers
Primary: SUTTER HEALTH PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M47.7%
Prescription drug$2.4M47.7%
Other$81K1.6%
Life$59K1.2%
Short-term disability$59K1.2%
Vision$20K0.4%
Dental$11K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUTTER HEALTH PLAN
EIN 461183948
HRx
$1.4M54.9%11159
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.0M40.6%11111
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDOth
$59K2.4%11278
AFLAC
EIN 822723296
Oth
$22K0.9%1120
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$20K0.8%11345
PREMIER ACCESS INSURANCE COMPANY
EIN 680291842
D
$11K0.5%1181

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RELATION INSURANCE INCPLEASANT HILL, CASUTTER HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN, INC., PREMIER ACCESS INSURANCE COMPANY, AFLAC, METROPOLITAN LIFE INSURANCE COMPANY$113K$57$113K89.1%1
RELATION INSURANCE SERVICES OF CASTOCKTON, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$8K$0$8K6.7%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K2.1%1
MARJORIE B. YACOPETTILODI, CAAFLAC$616$30$6460.5%1
PAULINE M. SIMPSONMANTECA, CAAFLAC$428$166$5940.5%1
LANCE WALUSKO AND OTHER AGENTSDENAIR, CAAFLAC$375$36$4110.3%1
USI INSURANCE SERVICES LLCSTOCKTON, CAAFLAC$389$0$3890.3%1
PETER JAMES SARANTISROSEVILLE, CAAFLAC$268$42$3100.2%1
LAURALYNE BOONELIVERMORE, CAAFLAC$280$0$2800.2%1

History & trajectory

11 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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