PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RAY, DOUGLAS, ANN & PATRICK, INC.

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 68-0366849

RAY, DOUGLAS, ANN & PATRICK, INC.

1420 SO. MILLS AVENUE · LODI, CA 95242
2093333400
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
204
No prior year
Total participants
147
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.6M
RPM COMPANY CONSOLIDATED WELFARE PLAN
Fully insured204 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M90.1%
Dental$101K6.2%
Life$43K2.6%
Vision$13K0.8%
Other$4K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
H
$1.1M68.1%1157
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$363K22.2%1225
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$101K6.2%11204
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$43K2.6%12146
VISION SERVICE PLAN
EIN 941632821
V
$13K0.8%1187

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCGRAND RAPIDS, MIKAISER FOUNDATION HEALTH PLAN INC, UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF CALIFORNIA, BLUE CROSS OF CALIFORNIA, VISION SERVICE PLAN$89K$2K$91K92.1%1
FILICE INSURANCE AGENCYCAMPBELL, CAKAISER FOUNDATION HEALTH PLAN INC, DELTA DENTAL OF CALIFORNIA$8K$0$8K7.9%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
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