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Sponsor portfolioWelfare / HealthEIN 94-6459649

BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND

2515 VENTURE OAKS WAY, SUITE 200 · SACRAMENTO, CA 95833
9167796300
Plans filed
3
Years active
2016–2025
Industry
NAICS 92
Latest filing
2025
Total premiums (latest)
$17.0M
No prior year
Persons covered
44,113
No prior year
Total participants
75,008
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$14.1M
CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN
Mixed19,520 covered·6 carriers
Primary: VAULT ADMIN SERVICES
Plan #503$2.9M
CCPOA BENEFIT TRUST FUND SUPPLEMENTAL BENEFIT PLAN
Mixed24,593 covered·2 carriers
Primary: U.S. LEGAL SERVICES OF WISCONSIN, INC.
Plan #502$0
CCPOA BENEFIT TRUST FUND DISABILITY BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$8.9M44.0%
Other$6.1M30.3%
Health$5.2M25.7%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 135582869
LOth
$9.3M54.8%2726,479
VAULT ADMIN SERVICES
EIN 832369380
H
$5.2M30.6%117,918
U.S. LEGAL SERVICES, INC.
EIN 271529157
Oth
$2.5M14.6%2229,382
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
H
$4K0.0%1114
JACKSON NATIONAL LIFE INSURANCE COMPANY
EIN 380779740
L
$1830.0%114
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
LOth
$1560.0%112

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CCPOA BENEFIT TRUST FUNDSACRAMENTO, CANEW YORK LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE$6$2.3M$2.3M48.3%2
HYSSOPCOTO DE CAZA, CAVAULT ADMIN SERVICES$0$1.8M$1.8M37.7%1
VAULT ADMIN SERVICESBLOOMINGTON, ILVAULT ADMIN SERVICES$0$521K$521K10.8%1
SSMMCWATERVLIET, NYVAULT ADMIN SERVICES$0$156K$156K3.2%1
JEFFREY REYNOLDSSACRAMENTO, CAJACKSON NATIONAL LIFE INSURANCE COMPANY$28$0$280.0%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
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