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Sponsor portfolioWelfare / HealthEIN 95-0615438
ROESSLER-CHADWICK FOUNDATION
26800 SOUTH ACADEMY DRIVE · PALOS VERDES PENINSULA, CA 90274
3103771543
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
388
No prior year
Total participants
181
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.8M | 47.0% | |
| Prescription drug | $2.8M | 47.0% | |
| Dental | $228K | 3.9% | |
| Life | $52K | 0.9% | |
| Long-term disability | $31K | 0.5% | |
| Vision | $27K | 0.5% | |
| Short-term disability | $12K | 0.2% | |
| Other | $9K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.8M | 88.5% | 1 | 1 | 338 |
EIN 941461312 | D | $228K | 7.3% | 1 | 2 | 341 |
EIN 231503749 | LSTDLTDOth | $104K | 3.3% | 1 | 4 | 187 |
EIN 430949844 | V | $27K | 0.9% | 1 | 1 | 388 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | VISALIA, CA | CALIFORNIA PHYSICIANS' SERVICE, DELTA DENTAL OF CALIFORNIA, LIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE | $23K | $91K | $113K | 66.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | CALIFORNIA PHYSICIANS' SERVICE | $0 | $57K | $57K | 33.5% | 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