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Sponsor portfolioWelfare / HealthEIN 86-1688699

IN-SHAPE SOLUTIONS LLC

6507 PACIFIC AVE · STOCKTON, CA 95207
2092901550
Plans filed
1
Years active
2021–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
320
No prior year
Total participants
308
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
IN-SHAPE SOLUTIONS LLC WELFARE BENEFIT PLAN
Fully insured320 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M92.5%
Dental$149K6.0%
Vision$27K1.1%
Other$11K0.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$1.2M49.2%13127
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$873K34.9%1169
UNITED HEALTHCARE - MS
EIN 362739571
H
$211K8.4%1130
HUMANA INSURANCE COMPANY
EIN 391263473
D
$149K6.0%11241
EYEMED VISION CARE
EIN 430949844
V
$27K1.1%11209
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$6K0.2%1129
EAP PREFERRED
EIN 581924071
Oth
$5K0.2%11320

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCSANTA CRUZ, CAUNITEDHEALTHCARE INSURANCE COMPANY, UNITED HEALTHCARE TN, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., KAISER FOUNDATION HEALTH PLAN INC, HUMANA INSURANCE COMPANY$67K$1$67K56.6%1
PROGRESSIVE BENEFIT GROUPSANTA CRUZ, CAKAISER FOUNDATION HEALTH PLAN INC$42K$0$42K35.6%1
BROWN & BROWN INSURANCE SERVICES—UNITED HEALTHCARE TN$7K$0$7K6.4%1
HASSAN FINANCIAL FREEDOM LLCLONG BEACH, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$2K$0$2K1.5%1
MICHELLE A BABITZCATHEDRAL CITY, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$31$0$310.0%1

History & trajectory

4 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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