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Sponsor portfolioWelfare / HealthEIN 77-0508345

CUESTA INVESTMENTS, INC DBA RANCHO GRANDE MOTORS

PO BOX 4960 · SAN LUIS OBISPO, CA 93403
8055434745
Plans filed
1
Years active
2023–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$23K
No prior year
Persons covered
152
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$23K
CUESTA INVESTMENTS, INC DBA RANCHO GRANDE MOTORS WELFARE HEALTH PLAN
Mixed152 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$23K50.0%
Other$23K50.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LOth
$23K100.0%11152

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSSAN LUIS OBISPO, CAPRINCIPAL LIFE INSURANCE COMPANY$2K$459$3K96.0%1
MARSHBERRY CONNECT PLATFORM LLCCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY$0$116$1164.0%1

History & trajectory

3 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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