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Sponsor portfolioWelfare / HealthEIN 77-0140920

LINDAMOOD-BELL LEARNING PROCESSES

416 HIGUERA STREET · SAN LUIS OBISPO, CA 93401
8055413836
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
671
No prior year
Total participants
405
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.3M
LINDAMOOD BELL LEARNING PROCESSES HEALTH & WELLNESS PLAN
Fully insured671 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M41.4%
Prescription drug$2.8M41.4%
Other$338K4.9%
Dental$333K4.9%
Vision$333K4.9%
Short-term disability$77K1.1%
Long-term disability$50K0.7%
Life$43K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.8M84.8%11393
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
DVOth
$333K10.0%11452
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$170K5.1%13402
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
Oth
$5K0.2%11671

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CASTANDARD INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, FOUR EVER LIFE INSURANCE COMPANY$207K$55K$262K100.0%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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