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Sponsor portfolioWelfare / HealthEIN 95-2707101
CLINICA SIERRA VISTA
PO BOX 1559 · BAKERSFIELD, CA 93302
6616353050
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
1,477
No prior year
Total participants
1,170
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #504$3.8M
CLINICA SIERRA VISTA HEALTH BENEFITS PLAN WITH LIFE, AD&D AND EAP
Mixed1,338 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$740K
CLINICA SIERRA VISTA LIFE & AD&D PLAN
Fully insured1,977 covered·2 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$77K
CLINICA SIERRA VISTA WORKSITE BENEFITS PLAN
Fully insured139 covered·1 carrier
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $3.1M | 61.0% | |
| Other | $758K | 15.0% | |
| Life | $681K | 13.5% | |
| Long-term disability | $528K | 10.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $3.1M | 80.2% | 1 | 1 | 1,052 |
EIN 010278678 | LLTDOth | $758K | 19.8% | 2 | 3 | 1,477 |
Broker overview
29 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | WOODBRIDGE, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228K | $756 | $228K | 37.9% | 2 |
| STEALTH PARTNER GROUP LLC | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $122K | $101K | $223K | 36.9% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $90K | $18K | $109K | 18.0% | 1 |
| HEFFERNAN INSURANCE BROKERS | WALNUT CREEK, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27K | $2K | $29K | 4.9% | 2 |
| DENNIS LEE INSURANCE SERVICES INC | FRESNO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 0.7% | 1 |
| DANIEL J BAZIS | OMAHA, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $454 | $721 | $1K | 0.2% | 1 |
| BARRY W MAAS | FRESNO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.2% | 1 |
| FRANCISCO CANPUZANO | SAN JOSE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $705 | $367 | $1K | 0.2% | 1 |
| BRIAN ROBERT LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $255 | $707 | $962 | 0.2% | 1 |
| THERESA NETTO PHILLIPS | FRESNO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $881 | $0 | $881 | 0.1% | 1 |
| CASEY JAMES KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $778 | $826 | 0.1% | 1 |
| ALENDRY G AGUILAR | HESPERIA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $448 | $217 | $665 | 0.1% | 1 |
| CHIMIENTI & ASSOCIATES | VISALIA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $634 | $0 | $634 | 0.1% | 1 |
| STEPHANIE NOELLE KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $350 | $175 | $525 | 0.1% | 1 |
| PATRICIA JOANNE BENKOWSKI | FRESNO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $300 | $0 | $300 | 0.0% | 1 |
| LUIS RAFAEL VALLE | SAN BERNARDINO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | $27 | $248 | 0.0% | 1 |
| MICHAELE PRADIA | ROSEVILLE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $182 | $60 | $242 | 0.0% | 1 |
| CRYSTAL LYNN JONES | BUCKEYE, AZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | $0 | $220 | 0.0% | 1 |
| MARGARITA ALEJANDRA RAMIREZ | SAN MARCOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | $42 | $175 | 0.0% | 1 |
| PAULA ANDRIELLE DOS REIS | OMAHA, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $0 | $160 | 0.0% | 1 |
| JOEY DENESSA ESCANUELAS | SAN DIEGO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $0 | $119 | 0.0% | 1 |
| PAMELA KAY LONG | FOLSOM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $5 | $113 | 0.0% | 1 |
| ROSE RODRIGUEZ CUEVAS | REEDLEY, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.0% | 1 |
| PATRICK LEE CARMICHAEL | BAKERSFIELD, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $2 | $74 | 0.0% | 1 |
| MICHAEL F FAHEY III | SAN CLEMENTE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $7 | $18 | 0.0% | 1 |
| JENNIFER AURORA RAMIREZ | SAN DIEGO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.0% | 1 |
| WENDY GONZALES INC | CLOVIS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| CELIFLORA THOMPSON | MERCED, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| MARIA GONZALES | CLOVIS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 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