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Sponsor portfolioWelfare / HealthEIN 94-6130509

BOARD OF TRUSTEES - CMTA-IAM JOINT, RETIREE HEALTH & WELFARE TRUST

4160 DUBLIN BLVD., SUITE 100 · DUBLIN, CA 94568
9258337300
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
478
No prior year
Total participants
463
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.5M
RETIRED MACHINISTS' HEALTH PLAN
Fully insured478 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.1M86.9%
Prescription drug$432K12.3%
Dental$15K0.4%
Vision$15K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 910511770
H
$2.4M67.4%13478
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$791K22.7%1295
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 952931460
H
$331K9.5%1146
HEALTH NET
EIN 954402957
HDV
$15K0.4%117

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
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