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Sponsor portfolioWelfare / HealthEIN 94-1736828

RAY STONE INCORPORATED

550 HOWE AVE., SUITE 100 · SACRAMENTO, CA 95825
9166497500
Plans filed
1
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
175
No prior year
Total participants
175
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
RAY STONE INCORPORATED WELFARE BENEFITS PLAN
Mixed175 covered·4 carriers
Primary: GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M48.6%
Prescription drug$1.4M48.6%
Other$30K1.1%
Life$27K0.9%
Vision$13K0.4%
Long-term disability$8K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS
EIN 942767563
HRx
$1.4M96.4%11106
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$35K2.4%13157
EYEMED VISION CARE
EIN 430949844
V
$13K0.9%11110
SUTTER HEALTH PLAN
EIN 942788907
Oth
$4K0.3%11175

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT KENNEDYNALHALLA, NYGROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS$69K$0$69K91.7%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE$6K$0$6K8.3%1

History & trajectory

9 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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