PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. NORTH ROAD COMPANY, LLC

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 88-2929338

NORTH ROAD COMPANY, LLC

12180 MILLENNIUM DRIVE, SUITE 500 · PLAYA VISTA, CA 90094
9493971000
Plans filed
1
Years active
2023–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
191
No prior year
Total participants
109
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
NORTH ROAD COMPANY, LLC
Fully insured191 covered·3 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M37.6%
Prescription drug$2.5M37.6%
Dental$278K4.1%
Vision$278K4.1%
Life$278K4.1%
Short-term disability$278K4.1%
Long-term disability$278K4.1%
Other$278K4.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.5M88.3%11191
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$278K9.9%11116
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$51K1.8%114

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAKAISER FOUNDATION HEALTH PLAN INC, BLUE CROSS OF CALIFORNIA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$142K$15K$157K100.0%1

History & trajectory

3 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