PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 81-4443112

KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC

240 COMMERCE · IRVINE, CA 92602
9498332600
Plans filed
1
Years active
2019–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
385
No prior year
Total participants
402
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.3M
KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC WELFARE BENEFITS PLAN
Fully insured385 covered·9 carriers
Primary: BLUE SHIELD OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M28.4%
Dental$2.6M22.9%
Vision$2.6M22.8%
Prescription drug$2.6M22.8%
Other$121K1.1%
Life$99K0.9%
Short-term disability$75K0.7%
Long-term disability$65K0.6%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRxDVLOth
$2.6M78.1%12385
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$274K8.3%1156
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$225K6.8%1130
SELECTHEALTH
EIN 870409820
H
$132K4.0%1122
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$65K2.0%11187
AFLAC
EIN 822723296
DLSTDOth
$27K0.8%128
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$5K0.2%1140
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$6070.0%112

Broker overview

23 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CABLUE SHIELD OF CALIFORNIA, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$64K$125K$188K98.2%1
THE AGURS GROUP INC.NORTH LAS VEGAS, NVPRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD$796$0$7960.4%1
DINO J. CICCONECALDWELL, IDPRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD$405$0$4050.2%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYAFLAC$389$0$3890.2%1
ZENAT SHARIFF BELKINLAKEWOOD, COAFLAC$312$0$3120.2%1
SUSAN C BANKSPAGOSA SPRINGS, COAFLAC$293$0$2930.2%1
REGINA K SANTANGELOLITTLETON, COAFLAC$182$0$1820.1%1
EMILY SHARPCOALGATE, OKAFLAC$171$0$1710.1%1
THOMPSON & ASSOCIATES INSURANCE INCONTARIO, CAAFLAC$168$0$1680.1%1
KENNETH GARNERGOLDEN, COAFLAC$160$0$1600.1%1
KENIA ELIZABET STURGISKISSIMMEE, FLAFLAC$129$0$1290.1%1
ERIN HOLZSCHUHBROCKPORT, NYAFLAC$100$0$1000.1%1
JONATHAN ALI HAJIMOMENHUNTINGTON BEACH, CAAFLAC$80$0$800.0%1
MELISSA NAMECHEEVERGREEN, COAFLAC$69$0$690.0%1
KEVIN MCCARTHYNORTH KINGSTOWN, RIAFLAC$53$0$530.0%1
KEVIN R MCINERNEYPLEASANTVILLE, NYAFLAC$42$0$420.0%1
KENNETH SOTHERLUNDFULLERTON, CAAFLAC$35$0$350.0%1
JB CREATIVE SOLUTIONS LLCPROSPER, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24$0$240.0%1
PATRIOT GROWTH INSURANCE SERVICESNEWPORT BEACH, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17$0$170.0%1
MICHAEL F FAHEY IIISAN CLEMENTE, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
FINANCIAL MANAGEMENT NETWORK, INC.MISSION VIEJO, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.0%1
MIKE MCCORMICKFOOTHILL RANCH, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%1
DAVID A. RACKLIFFESPRING HILL, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica