PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TAXRISE INC.

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 82-4065754

TAXRISE INC.

19900 MACARTHUR BLVD. · IRVINE, CA 92612
8334197473
Plans filed
1
Years active
2022–2024
Industry
NAICS 55
Latest filing
2024
Total premiums (latest)
$924K
No prior year
Persons covered
241
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$924K
TAXRISE INC. WELFARE BENEFITS PLAN
Fully insured241 covered·4 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$824K40.9%
Prescription drug$824K40.9%
Dental$100K5.0%
Vision$89K4.4%
Life$89K4.4%
Other$89K4.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRx
$824K89.2%12146
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLOth
$89K9.6%11241
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$11K1.2%1194

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY$43K$4K$47K72.3%1
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY$12K$273$12K18.1%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC.$5K$1K$6K9.6%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
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