PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MILLIE AND SEVERSON, INCORPORATED

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 95-1550927

MILLIE AND SEVERSON, INCORPORATED

3601 SERPENTINE DRIVE · LOS ALAMITOS, CA 90720
5624933611
Plans filed
1
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
257
No prior year
Total participants
123
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
MILLIE AND SEVERSON, INCORPORATED WELFARE BENEFITS PLAN
Fully insured257 covered·5 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M86.5%
Dental$147K5.3%
Life$86K3.1%
Other$86K3.1%
Long-term disability$44K1.6%
Vision$17K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$2.4M89.2%12185
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$147K5.4%11257
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$130K4.8%12115
EYEMED VISION CARE
EIN 430949844
V
$17K0.6%11205

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORMANY AND CHUNG, LLCTUSTIN, CAAETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY, AETNA HEALTH, INC., DELTA DENTAL OF CALIFORNIA$157K$0$157K93.5%1
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJAETNA LIFE INSURANCE CO.$0$11K$11K6.5%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica