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Sponsor portfolioWelfare / HealthEIN 95-2920045

BERNARDS BROS., INC.

555 FIRST STREET · SAN FERNANDO, CA 91340
8188981521
Plans filed
1
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$6.5M
No prior year
Persons covered
907
No prior year
Total participants
320
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.5M
BERNARDS BROS., INC. HEALTH AND WELFARE PLAN
Fully insured907 covered·6 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.8M46.8%
Prescription drug$5.8M46.8%
Dental$272K2.2%
Life$142K1.1%
Long-term disability$128K1.0%
Short-term disability$114K0.9%
Other$78K0.6%
Vision$53K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$4.7M71.9%11192
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.2M18.2%12183
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$272K4.2%11260
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$250K3.9%14320
AFLAC
EIN 570514130
LSTDOth
$67K1.0%11117
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$53K0.8%11907

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCIRVINE, CACIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., METROPOLITAN LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE$99K$214K$313K84.2%1
FILICE INSURANCE AGENCYCAMPBELL, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., CALIFORNIA PHYSICIANS SERVICE$7K$32K$39K10.3%1
VARIOUS - SEE ATTACHEDCOLUMBIA, SCCONTINENTAL AMERICAN INSURANCE COMPANY$20K$0$20K5.5%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
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