PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. GORDON AND REES LLP

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 94-1617026

GORDON AND REES LLP

100 PRINGLE AVENUE, SUITE 300 · WALNUT CREEK, CA 94596
4159865900
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$6.9M
No prior year
Persons covered
2,902
No prior year
Total participants
2,692
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.9M
GORDON AND REES LLP CONSOLIDATED WELFARE BENEFITS PLAN
Fully insured2,902 covered·11 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.3M38.3%
Prescription drug$5.3M38.3%
Life$1.4M10.1%
Other$1.3M9.8%
Dental$262K1.9%
Vision$224K1.6%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$5.1M73.6%14499
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LOth
$1.2M17.7%112,689
VISION SERVICE PLAN
EIN 941632821
V
$224K3.2%111,949
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDL
$164K2.4%1120
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$98K1.4%112,902
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$61K0.9%112,786
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$54K0.8%1142
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$1K0.0%112,674

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.GREENWOOD VILLAGE, COKAISER FOUNDATION HEALTH PLAN OF COLORADO, PRUDENTIAL INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$280K$0$280K99.8%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$523$5230.2%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
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