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Sponsor portfolioWelfare / HealthEIN 95-3161239

WORD & BROWN INSURANCE ADMINISTRATORS, INC

721 S PARKER, SUITE 140 · ORANGE, CA 92868
7145674480
Plans filed
6
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$8.2M
No prior year
Persons covered
621
No prior year
Total participants
523
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #508$8.2M
WORD & BROWN INSURANCE ADMINISTRATORS, INC HEALTH AND WELFARE PLAN
Fully insured621 covered·16 carriers
Primary: KAISER PERMANENTE
Plan #503$0
WORD & BROWN INSURANCE ADMINISTRATORS, INC. DENTAL & DISABILITY PLAN
Self-funded0 covered·0 carriers
Plan #504$0
WORD & BROWN INSURANCE ADMINISTRATORS, INC. LIFE & DISABILITY PLAN
Self-funded0 covered·0 carriers
Plan #505$0
WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN
Self-funded0 covered·0 carriers
Plan #506$0
WORD & BROWN INSURANCE ADMINISTRATORS, INC. EAP PLAN
Unknown0 covered·0 carriers
Plan #507$0
WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.1M75.1%
Other$740K7.8%
Life$720K7.6%
Dental$587K6.2%
Long-term disability$219K2.3%
Vision$68K0.7%
Short-term disability$28K0.3%

Carrier overview

15 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 931340523
H
$3.4M41.7%11245
ANTHEM LIFE INSURANCE COMPANY
EIN 953760001
H
$2.7M32.9%11216
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLLTDOth
$720K8.7%12621
HEALTH NET
EIN 954402957
H
$537K6.5%1128
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 411289245
H
$417K5.1%1136
AFLAC
EIN 822723296
STDOth
$196K2.4%1287
SMILESAVER
EIN 953493399
D
$56K0.7%11171
VISION SERVICE PLAN
EIN 341733137
V
$48K0.6%11197
LANDMARK HEALTHPLAN
EIN 680352158
Oth
$34K0.4%11456
SHARP HEALTH PLAN
EIN 330519730
H
$30K0.4%115
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LTD
$30K0.4%1178
EYEMED VISION CARE
EIN 341733137
V
$20K0.2%11111
HOLMAN FAMILY COUNSELING, INC.
EIN 953966486
Oth
$5K0.1%11587
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$3K0.0%1118
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
$00.0%110

Broker overview

31 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ZAIN INSURANCE SERVICES—SMILESAVER, AFLAC, EYEMED, SHARP HEALTH PLAN, METROPOLITAN GENERAL INSURANCE COMPANY$704K$0$704K96.7%1
BROWN & BROWN INSURANCE SERVICESORANGE, CAPRINCIPAL LIFE INSURANCE COMPANY$0$14K$14K2.0%1
JOY E GUNDERSONFAIRFIELD, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$4K$0$4K0.5%1
DANIEL TYLER ADAMSONANAHEIM, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K0.4%1
JONATHAN ALI HAJIMOMENHUNTINGTON BEACH, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K0.2%1
CARLOS VAZQUEZFONTANA, CACONTINENTAL AMERICAN INSURANCE COMPANY$545$0$5450.1%1
LAURA CANOCORONA, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$395$0$3950.1%1
JEFFERY WAYNE GUNDERSONFAIRFIELD, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$266$0$2660.0%1
WILLA MAY ROBINSONCERRITOS, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$203$0$2030.0%1
JANICE M ADAMSONANAHEIM, CACONTINENTAL AMERICAN INSURANCE COMPANY$199$0$1990.0%1
DONALD F WASINGERPALM DESERT, CACONTINENTAL AMERICAN INSURANCE COMPANY$173$0$1730.0%1
MARK J WOODRIVERSIDE, CACONTINENTAL AMERICAN INSURANCE COMPANY$161$0$1610.0%1
JANICE ADAMSONANAHEIM, CAAFLAC$104$0$1040.0%1
MITCHELL A KAUCHERCOSTA MESA, CACONTINENTAL AMERICAN INSURANCE COMPANY$50$0$500.0%1
SANDRA R ROKOPPALM DESERT, CAAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$46$0$460.0%1
CECILIA CALLEROS GOMEZORANGE, CAAFLAC$32$0$320.0%1
VALERIE S. LEWISLAS VEGAS, NVAFLAC$28$0$280.0%1
TOMMY C FLEESONIRVINE, CACONTINENTAL AMERICAN INSURANCE COMPANY$28$0$280.0%1
LAURIE ANN UNDERNEHRSTUART, FLAFLAC$25$0$250.0%1
JEFFREY T JOHNSONAGOURA HILLS, CACONTINENTAL AMERICAN INSURANCE COMPANY$24$0$240.0%1
DAWN T SUCHECKIWILMINGTON, NCAFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY$10$0$100.0%1
COLLEEN LAPRADEENCINITAS, CAAFLAC$7$0$70.0%1
LISA TAYLORANAHEIM, CAAFLAC$7$0$70.0%1
JODY BAKERTUSTIN, CACONTINENTAL AMERICAN INSURANCE COMPANY$6$0$60.0%1
CHRIS KELLYSANTA ROSA, CACONTINENTAL AMERICAN INSURANCE COMPANY$6$0$60.0%1
CHERYL M HATHCOCKFORT WORTH, TXCONTINENTAL AMERICAN INSURANCE COMPANY$4$0$40.0%1
COLLEEN M LAPRADECOLUMBIA, CACONTINENTAL AMERICAN INSURANCE COMPANY$4$0$40.0%1
MICHAEL C WALKERLAS VEGAS, NVAFLAC$3$0$30.0%1
NANCY E ODOMPLANO, TXCONTINENTAL AMERICAN INSURANCE COMPANY$3$0$30.0%1
VICTORIA KAMMERLAS VEGAS, NVAFLAC$1$0$10.0%1
TAMMY SWAINLAS VEGAS, NVAFLAC$1$0$10.0%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
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