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Sponsor portfolioWelfare / HealthEIN 83-0471805

OPTIONS FOR ALL

4250 PACIFIC HIGHWAY, SUITE 125 · SAN DIEGO, CA 92110
6198696314
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
380
No prior year
Total participants
357
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.5M
OPTIONS FOR ALL WELFARE BENEFITS PLAN
Fully insured380 covered·9 carriers
Primary: AETNA HEALTH, INC.
Plan #001$0
OPTIONS FOR ALL RETIREMENT SAVINGS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M43.7%
Prescription drug$2.3M41.9%
Dental$644K11.8%
Other$81K1.5%
Life$27K0.5%
Vision$18K0.3%
Long-term disability$10K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxD
$2.3M91.7%12341
SIMNSA
EIN 980107925
HD
$97K3.9%1134
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$54K2.2%15134
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LOth
$27K1.1%11380
EYEMED VISION CARE
EIN 430949844
V
$18K0.7%11367
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LTD
$10K0.4%1167

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAMETROPOLITAN GENERAL INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, EYEMED VISION CARE, METLIFE LEGAL PLANS$141K$10K$151K100.0%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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