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Sponsor portfolioWelfare / HealthEIN 87-1034539

PE MANAGEMENT GROUP INC.

18029 CALLE AMBIENTE STE 500 · RANCHO SANTA FE, CA 92091
8587550216
Plans filed
1
Years active
2024–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
439
No prior year
Total participants
429
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
PE MANAGEMENT GROUP INC. WELFARE BENEFITS PLAN
Fully insured439 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M42.2%
Prescription drug$2.3M42.2%
Dental$293K5.4%
Other$274K5.1%
Vision$226K4.2%
Life$49K0.9%
Short-term disability$5870.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.2M86.6%11320
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
DVLSTDOth
$275K10.8%13439
MEDIEXCEL HEALTH PLAN
EIN 980689694
HRxD
$67K2.6%1144

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CABLUE CROSS OF CALIFORNIA, ANTHEM LIFE INSURANCE COMPANY, MEDIEXCEL HEALTH PLAN, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$143K$10K$154K73.8%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CABLUE CROSS OF CALIFORNIA, ANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$5$55K$55K26.2%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
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