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Sponsor portfolioWelfare / HealthEIN 95-2156481

MUNGER TOLLES & OLSON

350 S GRAND AVENUE, 50TH FLOOR · LOS ANGELES, CA 90071
2136839100
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$6.9M
No prior year
Persons covered
865
No prior year
Total participants
466
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$6.9M
WELFARE BENEFITS PLAN
Fully insured865 covered·8 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.6M45.3%
Other$2.6M21.0%
Dental$1.4M11.0%
Prescription drug$1.4M11.0%
Life$695K5.6%
Long-term disability$695K5.6%
Vision$53K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 953310115
HRxDOth
$3.2M46.1%12521
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$2.4M35.2%12270
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$1.1M16.5%16865
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041768571
Oth
$96K1.4%1124
VISION SERVICE PLAN
EIN 941632821
V
$53K0.8%11249

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EXECUTIVE FINANCIAL BENE-FACTS INCLOS ANGELES, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTHCARE OF CALIFORNIA, VISION SERVICE PLAN$138K$2K$140K28.8%1
WILSHIRE FINANCIAL & INSURANCE SERVLOS ANGELES, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTHCARE OF CALIFORNIA, VISION SERVICE PLAN$135K$0$135K27.7%1
EDGEWOOD PARTNERS INSURANCE CENTERLOS ANGELES, CAKAISER FOUNDATION HEALTH PLAN INC$60K$0$60K12.4%1
GALLAGHER BENEFIT SERVICES, INC.LOS ANGELES, CAKAISER FOUNDATION HEALTH PLAN INC$60K$0$60K12.4%1
HOWARTH III, FREDERICK WCULVER CITY, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE PAUL REVERE LIFE INSURANCE COMPANY$23K$8K$32K6.5%1
PATRIOT GROWTH INSURANCE SERVICESLOS ANGELES, CACIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTHCARE OF CALIFORNIA, VISION SERVICE PLAN$20K$0$20K4.2%1
LIZOTTE, PETER DLOS ANGELES, CAUNUM LIFE INSURANCE COMPANY OF AMERICA$20K$0$20K4.0%1
BERKOWITZ KENNETH MLOS ANGELES, CAUNUM LIFE INSURANCE COMPANY OF AMERICA$20K$0$20K4.0%1

History & trajectory

9 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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