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Sponsor portfolioWelfare / HealthEIN 68-0401608

STORAGEPRO MANAGEMENT, INC.

1615 BONANZA STREET · WALNUT CREEK, CA 94596
9259386300
Plans filed
2
Years active
2021–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
275
No prior year
Total participants
233
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.1M
STORAGEPRO MANAGEMENT HEALTH & WELFARE PLAN
Fully insured275 covered·2 carriers
Primary: CAL CHOICE
Plan #502$93K
STORAGEPRO MANAGEMENT HEALTH & WELFARE PLAN
Fully insured263 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M41.1%
Prescription drug$1.9M41.1%
Dental$200K4.4%
Vision$200K4.4%
Life$200K4.4%
Other$200K4.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA CHOICE
EIN 122345678
HRx
$1.9M90.3%11225
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLOth
$200K9.7%11275

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RELATION INSURANCE INCPLEASANT HILL, CACAL CHOICE$79K$0$79K52.5%1
AMWINSWALNUT CREEK, CACAL CHOICE$36K$0$36K24.2%1
RELATION INSURANCE SERVICES OF CAPLEASANT HILL, CAUNITED OF OMAHA LIFE INSURANCE COMPANY$19K$0$19K12.3%1
JAMES DISERIOSTOCKTON, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, CAL CHOICE$17K$0$17K11.1%1

History & trajectory

5 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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