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Sponsor portfolioWelfare / HealthEIN 94-2487469

MONTEREY BAY AQUARIUM

886 CANNERY ROW · MONTEREY, CA 93940
8316484800
Plans filed
1
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$8.2M
No prior year
Persons covered
780
No prior year
Total participants
556
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$8.2M
MONTEREY BAY AQUARIUM HEALTH & WELFARE PLAN
Fully insured780 covered·4 carriers
Primary: BLUE SHIELD OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.4M45.2%
Prescription drug$7.4M45.2%
Dental$445K2.7%
Life$266K1.6%
Short-term disability$266K1.6%
Long-term disability$266K1.6%
Other$266K1.6%
Vision$60K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRx
$7.4M90.6%11712
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$445K5.4%11780
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$266K3.3%11549
VISION SERVICE PLAN
EIN 941632821
V
$60K0.7%11410

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCGRAND RAPIDS, MIDELTA DENTAL OF CALIFORNIA, PRUDENTIAL, VISION SERVICE PLAN, BLUE SHIELD OF CALIFORNIA$43K$229K$272K96.3%1
DISABILITY SPECIALISTS INCGRAND RAPIDS, MIPRUDENTIAL$10K$0$10K3.7%1
IMGINDIANAPOLIS, INPRUDENTIAL$0$116$1160.0%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
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