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Sponsor portfolioWelfare / HealthEIN 94-1301733
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
2045 LUNDY AVENUE · SAN JOSE, CA 95131
4084731000
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$27.5M
No prior year
Persons covered
147,557
No prior year
Total participants
147,557
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #530$18.3M
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN
Fully insured146,780 covered·4 carriers
Primary: AMERICAN FIDELITY ASSURANCE COMPANY
Plan #501$9.1M
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLAN
Fully insured504 covered·1 carrier
Primary: CALIFORNIA VALUED TRUST
Plan #502$301K
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION HEALTH AND WELFARE BENEFITS
Fully insured333 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #531$105K
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION DISABILITY PLAN
Fully insured273 covered·1 carrier
Primary: CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
Plan #508$24K
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION GROUP ANNUITY LIFE
Fully insured514 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $17.4M | 26.8% | |
| Short-term disability | $17.3M | 26.7% | |
| Life | $10.0M | 15.4% | |
| Health | $9.1M | 14.1% | |
| Prescription drug | $9.1M | 14.1% | |
| Dental | $944K | 1.5% | |
| Other | $877K | 1.4% | |
| Vision | $88K | 0.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 730714500 | STDLTD | $17.3M | 62.7% | 1 | 1 | 42,315 |
EIN 776009955 | HRxL | $9.1M | 33.1% | 1 | 1 | 504 |
EIN 135581829 | HDLOth | $888K | 3.2% | 1 | 3 | 146,780 |
EIN 135581829 | LTD | $105K | 0.4% | 1 | 1 | 273 |
EIN 941632821 | V | $88K | 0.3% | 1 | 1 | 549 |
EIN 952879515 | D | $68K | 0.2% | 1 | 1 | 186 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FORREST T JONES AND COMPANY, INC | KANSAS CITY, MO | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $95K | $95K | 50.8% | 1 |
| UNITED INSURANCE PARTNERS, LLC. | PASADENA, CA | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $92K | $0 | $92K | 49.2% | 1 |
History & trajectory
11 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