PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EQUIP HEALTH MEDICAL PC

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 85-1430172

EQUIP HEALTH MEDICAL PC

2659 STATE STREET · CARLSBAD, CA 92008
7742730517
Plans filed
1
Years active
2023–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$3.1M
No prior year
Persons covered
275
No prior year
Total participants
276
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
EQUIP HEALTH MEDICAL PC HEALTH & WELFARE BENEFIT PLAN
Fully insured275 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M36.1%
Prescription drug$2.8M36.1%
Dental$357K4.6%
Vision$357K4.6%
Life$357K4.6%
Short-term disability$357K4.6%
Long-term disability$357K4.6%
Other$357K4.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$2.7M87.2%11219
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$357K11.4%11275
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$46K1.5%145

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., CALIFORNIA PHYSICIANS SERVICE$38K$160K$198K100.0%1

History & trajectory

2 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