PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CHANNING HOUSE

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 94-1485533

CHANNING HOUSE

850 WEBSTER STREET · PALO ALTO, CA 94301
6503270950
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
141
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CHANNING HOUSE HEALTH & WELFARE BENEFITS PLAN
Fully insured141 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M44.9%
Prescription drug$1.2M44.9%
Life$74K2.7%
Long-term disability$74K2.7%
Other$74K2.7%
Dental$28K1.0%
Vision$28K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$794K60.8%11115
SUTTER HEALTH PLAN
EIN 461183948
HRx
$437K33.5%1184
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$46K3.5%11136
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$28K2.1%11141

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCSAN JOSE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., SUTTER HEALTH PLAN$64K$2K$66K76.9%1
FILICE INSURANCE AGENCYCAMPBELL, CAKAISER FOUNDATION HEALTH PLAN, INC., PRUDENTIAL INSURANCE COMPANY OF AMERICA$19K$0$19K22.5%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$415$69$4840.6%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$27$270.0%1

History & trajectory

6 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