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Sponsor portfolioWelfare / HealthEIN 83-1856196

TOI MANAGEMENT, LLC

18000 STUDEBAKER ROAD, SUITE #800 · CERRITOS, CA 90703
5627353226
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
523
No prior year
Total participants
430
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
THE ONCOLOGY INSTITUTE OF HOPE & INNOVATION HEALTH AND WELFARE PLAN
Fully insured523 covered·6 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M30.6%
Prescription drug$2.5M30.6%
Dental$1.5M18.1%
Vision$1.5M18.1%
Other$109K1.4%
Life$37K0.5%
Short-term disability$34K0.4%
Long-term disability$34K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$2.5M94.5%12445
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$120K4.6%15464
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$15K0.6%1186
CURALINC HEALTHCARE
EIN 331206383
Oth
$8K0.3%11523

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.IRVINE, CAAETNA LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH OF CALIFORNIA, INC., PRE-PAID LEGAL SERVICES DBA LEGALSHIELD$135K$7K$143K94.4%1
JOE FERNANDEZPLANO, TXUNUM INSURANCE COMPANY$6K$0$6K4.1%1
SELERIX SYSTEMS INCMCKINNEY, TXUNUM INSURANCE COMPANY$1K$0$1K0.9%1
CASSANDRA GREENPHOENIX, AAPRE-PAID LEGAL SERVICES DBA LEGALSHIELD$1K$0$1K0.7%1
SELERIX INSURANCE SERVICES, LLCMCKINNEY, TXUNUM INSURANCE COMPANY$579$0$5790.4%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJUNUM INSURANCE COMPANY-$587-$9-$596-0.4%1

History & trajectory

6 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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