PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. J.D. POWER

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 95-2572471

J.D. POWER

30870 RUSSELL RANCH ROAD, SUITE 300 · WESTLAKE VILLAGE, CA 92626
7146216245
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$820K
No prior year
Persons covered
1,172
No prior year
Total participants
959
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$820K
J.D. POWER HEALTH AND WELFARE PLAN
Mixed1,172 covered·6 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$263K32.1%
Other$190K23.2%
Long-term disability$171K20.8%
Vision$159K19.4%
Dental$37K4.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$499K60.9%131,172
VISION SERVICE PLAN
EIN 941632821
V
$159K19.4%11650
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$85K10.4%13154
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$37K4.5%11153
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$22K2.7%1190
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$18K2.2%11922

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$24K$1K$25K100.0%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
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