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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
Plan #503$3.1M
ROESSLER CHADWICK FOUNDATION WRAP BENEFIT PLAN
Fully insured388 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M47.0%
Prescription drug$2.8M47.0%
Dental$228K3.9%
Life$52K0.9%
Long-term disability$31K0.5%
Vision$27K0.5%
Short-term disability$12K0.2%
Other$9K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$2.8M88.5%11338
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$228K7.3%12341
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$104K3.3%14187
EYEMED VISION CARE
EIN 430949844
V
$27K0.9%11388

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.VISALIA, CACALIFORNIA PHYSICIANS' SERVICE, DELTA DENTAL OF CALIFORNIA, LIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE$23K$91K$113K66.5%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CACALIFORNIA PHYSICIANS' SERVICE$0$57K$57K33.5%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
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