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Sponsor portfolioWelfare / HealthEIN 68-0317185

NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY

d/b/a PARADISE VALLEY ESTATES
2600 ESTATES DRIVE · FAIRFIELD, CA 94533
7074321100
Plans filed
3
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
374
No prior year
Total participants
702
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$1.7M
PARADISE VALLEY ESTATES HEALTH & WELFARE PLAN
Fully insured122 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #504$76K
PARADISE VALLEY ESTATES LIFE PLAN
Fully insured252 covered·2 carriers
Primary: COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY
Plan #503$0
PARADISE VALLEY ESTATES DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M47.2%
Prescription drug$1.7M45.9%
Life$76K2.0%
Short-term disability$76K2.0%
Other$76K2.0%
Long-term disability$30K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.1M58.9%11122
SUTTER HEALTH PLAN
EIN 461183948
HRx
$412K23.0%1145
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$248K13.8%1127
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
HLSTDOth
$46K2.6%1150
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$30K1.7%11252

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCRANCHO CORDOVA, CASUTTER HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN, INC., WESTERN HEALTH ADVANTAGE, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$84K$895$85K91.8%2
DIGITAL INSURANCE LLCATLANTA, GACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4K$73$4K4.5%1
PAMELA KAY LONGFOLSOM, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$96$2K1.7%1
ONE SOURCE ADVISORS INCFOLSOM, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K1.5%1
GRAND GUILLORYANTIOCH, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$142$50$1920.2%1
DARRYL W VIDORROSEVILLE, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$174$0$1740.2%1
ONESOURCE INSURANCE SERVICES INCFOLSOM, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$56$0$560.1%1
EMPLOYERS SELECT INSURANCE SERVICESROCKLIN, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$33$0$330.0%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
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