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Sponsor portfolioWelfare / HealthEIN 95-2880827

WAYNE PERRY, INC.

8281 COMMONWEALTH AVENUE · BUENA PARK, CA 90621
7148260352
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.5M
No prior year
Persons covered
438
No prior year
Total participants
148
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
WAYNE PERRY, INC. WELFARE BENEFITS PLAN
Fully insured438 covered·5 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M39.6%
Prescription drug$2.3M39.6%
Dental$998K17.2%
Other$86K1.5%
Life$50K0.9%
Vision$42K0.7%
Long-term disability$18K0.3%
Short-term disability$8K0.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRxD
$2.3M93.7%12438
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$110K4.5%19147
VISION SERVICE PLAN
EIN 941632821
V
$42K1.7%11195
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$1K0.0%112

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FRENCH CORMANY INSURANCE SERVICESTUSTIN, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, AETNA LIFE INSURANCE CO., AETNA HEALTH, INC.$132K$15K$147K100.0%1
RAMONA MARGARET DALYSAN CLEMENTE, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17$0$170.0%1
METRO COAST INSURANCE SERVICES LLCMISSION VIEJO, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
JOHN D EVANGELISTAALISO VIEJO, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8$0$80.0%1
MARIA YVONNE RODIGHIEROLAGUNA NIGUEL, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
MIKE MCCORMICKFOOTHILL RANCH, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4$0$40.0%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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