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Sponsor portfolioWelfare / HealthEIN 77-0263702

EXCEPTIONAL PARENTS UNLIMITED

4440 NORTH FIRST STREET · FRESNO, CA 93726
5592292000
Plans filed
2
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$999K
No prior year
Persons covered
191
No prior year
Total participants
112
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$999K
EXCEPTIONAL PARENTS UNLIMITED HEALTH AND WELFARE PLAN
Fully insured191 covered·3 carriers
Primary: CALIFORNIA CHOICE
Plan #502$30K
EXCEPTIONAL PARENTS UNLIMITED WORKSITE BENEFITS
Mixed101 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$839K34.0%
Prescription drug$839K34.0%
Other$161K6.5%
Dental$157K6.4%
Vision$157K6.4%
Life$157K6.4%
Short-term disability$157K6.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA CHOICE
EIN 122345678
HRx
$839K83.9%1183
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDOth
$157K15.7%11191
HALCYON BEHAVIORAL, LLC
EIN 900903765
Oth
$4K0.4%11119

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LIBERTY COMPANY INSURANCE BROKERSWOODLAND HILLS, CAMETROPOLITAN LIFE INSURANCE COMPANY, CALIFORNIA CHOICE$58K$0$58K76.1%1
BROWN & BROWN INSURANCE SERVICESFRESNO, CACALIFORNIA CHOICE$14K$0$14K18.0%1
BENEFITS AMERICA INS. SVCS., LLCNEWPORT BEACH, CAMETROPOLITAN LIFE INSURANCE COMPANY$3K$0$3K3.4%1
GCG FINANCIAL LLCIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANY$2K$220$2K2.4%1

History & trajectory

7 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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