PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.

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 95-2775732

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.

d/b/a ESRI
380 NEW YORK STREET · REDLANDS, CA 92373
9097932853
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$11.0M
No prior year
Persons covered
11,644
No prior year
Total participants
5,072
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$11.0M
ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. HEALTH & WELFARE PLAN
Fully insured11,644 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$13K
ESRI STD PLAN
Fully insured928 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$6.6M21.5%
Vision$5.1M16.8%
Other$4.4M14.5%
Life$4.4M14.2%
Long-term disability$4.4M14.2%
Short-term disability$4.3M14.0%
Health$1.5M4.8%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$5.1M46.6%1111,644
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$4.3M38.9%117,891
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$1.5M13.2%11116
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$76K0.7%125,072
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
LLTDOth
$64K0.6%11118
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$3K0.0%115,072

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MONATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA, METROPOLITAN LIFE INSURANCE COMPANY, DELAWARE AMERICAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$397K$432K$829K100.0%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