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Sponsor portfolioWelfare / HealthEIN 95-0594790

CALIFORNIA ASSOCIATION OF REALTORS

915 L STREET · SACRAMENTO, CA 95814
2137398200
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$666K
No prior year
Persons covered
318
No prior year
Total participants
159
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$666K
CALIFORNIA ASSOCIATION OF REALTORS EMPLOYEE BENEFIT PLAN
Fully insured318 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$396K27.5%
Health$377K26.2%
Prescription drug$377K26.2%
Dental$148K10.3%
Life$52K3.6%
Long-term disability$43K3.0%
Other$28K2.0%
Short-term disability$16K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRxV
$377K56.7%1283
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$148K22.2%11318
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$111K16.6%14159
VISION SERVICE PLAN
EIN 941632821
V
$30K4.5%11136

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERSAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY$41K$4K$45K88.0%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYMETROPOLITAN LIFE INSURANCE COMPANY$6K$10$6K12.0%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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