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Sponsor portfolioWelfare / HealthEIN 95-2275238

JIM BURKE FORD

2001 OAK STREET · BAKERSFIELD, CA 93301
6613283755
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$426K
No prior year
Persons covered
280
No prior year
Total participants
269
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$426K
JIM BURKE FORD HEALTH AND WELFARE PLAN
Mixed280 covered·3 carriers
Primary: COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$426K38.2%
Life$338K30.3%
Short-term disability$264K23.6%
Dental$88K7.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$264K61.9%11192
BLUE CROSS OF CALIFORNIA
EIN 953760980
DOth
$88K20.7%11280
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LOth
$74K17.4%11262

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSDENVER, COBLUE CROSS OF CALIFORNIA, SUNLIFE ASSURANCE COMPANY OF CANADA, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$22K$2K$24K37.8%1
MAGNONE FINANCIAL SERVICES CORPVENTURA, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$15K$0$15K23.8%1
CELIFLORA THOMPSONMERCED, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$7K$1K$8K12.8%1
COMMERCIAL INSURANCE ASSOCIATESBRENTWOOD, TNBLUE CROSS OF CALIFORNIA, SUNLIFE ASSURANCE COMPANY OF CANADA$6K$0$6K8.9%1
KRISTIN LEASELOS ALAMITOS, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$2K$4K6.2%1
PATRICK LEE CARMICHAELBAKERSFIELD, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$48$2K3.6%1
SALVADOR HEREDIALIVERMORE, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$422$2K3.5%1
JENNIFER GROOTSAN BERNADINO, CACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$2$2K2.4%1
GIS BENEFITS INCMORRIS, ILSUNLIFE ASSURANCE COMPANY OF CANADA$622$0$6221.0%1

History & trajectory

10 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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