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Sponsor portfolioWelfare / HealthEIN 91-1461045

OTSUKA AMERICA, INC.

ONE EMBARCADERO CENTER, SUITE 2020 · SAN FRANCISCO, CA 941113709
4159865300
Plans filed
2
Years active
2015–2024
Industry
NAICS 55
Latest filing
2024
Total premiums (latest)
$10.2M
No prior year
Persons covered
5,712
No prior year
Total participants
5,636
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #510$10.2M
OTSUKA AMERICA, INC.
Fully insured5,712 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$2K
OTSUKA AMERICA, INC. EMPLOYEE ASSISTANCE PROGRAM
Fully insured111 covered·1 carrier
Primary: MAGELLAN BEHAVIORAL HEALTH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$3.3M19.8%
Other$3.3M19.8%
Health$3.1M18.9%
Prescription drug$3.1M18.9%
Long-term disability$2.3M14.1%
Vision$705K4.3%
Short-term disability$635K3.8%
Dental$75K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$6.3M61.5%135,712
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3.1M30.8%12333
VISION SERVICE PLAN
EIN 941632821
V
$705K6.9%115,251
ALPHA DENTAL PROGRAMS, INC.
EIN 742447512
D
$75K0.7%11405

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNER STRONG & BUCKELEWCAMDEN, NJLINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$35K$23K$58K60.2%1
AON CONSULTING INCCHICAGO, ILLINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$10$38K$38K39.8%1

History & trajectory

10 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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