PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KATELLA DELICATESSEN-RESTAURANT-BAKERY, 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 95-2884614

KATELLA DELICATESSEN-RESTAURANT-BAKERY, INC.

4012 KATELLA AVENUE, SUITE 205 · LOS ALAMITOS, CA 90720
5625948611
Plans filed
1
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$716K
No prior year
Persons covered
113
No prior year
Total participants
113
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$716K
KATELLA DELICATESSEN-RESTAURANT-BAKERY, INC. EMPLOYEE BENEFITS PLAN
Fully insured113 covered·6 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$650K46.3%
Prescription drug$650K46.3%
Dental$31K2.2%
Other$30K2.1%
Life$22K1.6%
Long-term disability$15K1.1%
Vision$5K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$650K90.9%1154
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$31K4.3%1152
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$22K3.1%12113
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LOth
$7K1.0%11111
EYEMED VISION CARE
EIN 430949844
V
$5K0.7%1146

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CABLUE CROSS OF CALIFORNIA$32K$613$32K81.4%1
BALDWIN KRYSTYN SHERMAN PARTNERSIRVINE, CAANTHEM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., UNUM INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7K$552$7K18.2%1
BURNHAM BENEFITS INSURANCE SERVICESIRVINE, CAEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$172$0$1720.4%1

History & trajectory

8 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