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

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 94-2641147

BECOMING INDEPENDENT

1455 CORPORATE CENTER PARKWAY · SANTA ROSA, CA 95407
7075246600
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$837K
No prior year
Persons covered
152
No prior year
Total participants
65
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$837K
BECOMING INDEPENDENT HEALTH AND WELFARE PLAN
Fully insured152 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$742K50.3%
Prescription drug$391K26.5%
Dental$85K5.8%
Life$82K5.6%
Long-term disability$82K5.6%
Other$82K5.6%
Vision$11K0.7%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$391K46.6%1140
SUTTER HEALTH PLAN
EIN 461183948
H
$325K38.8%1159
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLLTDOth
$82K9.8%13152
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$26K3.1%114
VISION SERVICE PLAN
EIN 941632821
V
$9K1.0%1137
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$3K0.4%1120
EYEMED VISION CARE
EIN 430949844
V
$2K0.2%1126

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FOUNDATION RISK PARTNERS CORPWALNUT CREEK, CAUNITEDHEALTHCARE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$22K$0$22K51.3%1
PINNACLE EMPLOYEE BENEFITS LLCWALNUT CREEK, WASUTTER HEALTH PLAN$16K$0$16K37.6%1
BEERE & PURVES INCWALNUT CREEK, CASAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$5K$0$5K11.0%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