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Sponsor portfolioWelfare / HealthEIN 80-0958642

SHAPELL INVESTMENT PROPERTIES

1990 SOUTH BUNDY DRIVE · LOS ANGELES, CA 90025
3236557330
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
241
No prior year
Total participants
190
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.8M
SHAPELL INVESTMENT PROPERTIES HEALTH AND WELFARE PLAN
Fully insured241 covered·8 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.5M65.2%
Prescription drug$1.5M27.5%
Dental$163K3.0%
Other$100K1.9%
Life$61K1.1%
Long-term disability$51K1.0%
Vision$19K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
H
$2.0M53.5%1293
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.5M39.1%12147
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$163K4.3%12241
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$51K1.4%11187
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$49K1.3%12152
VISION SERVICE PLAN
EIN 941632821
V
$19K0.5%11144

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CAVISION SERVICE PLAN, AETNA HEALTH, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN INC., THE PRUDENTIAL INSURANCE COMPANY OF AMERICA$199K$4K$203K100.0%1
IMGINDIANAPOLIS, INTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$0$41$410.0%1

History & trajectory

10 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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