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Sponsor portfolioWelfare / HealthEIN 95-3285562

GUIDED DISCOVERIES, INC.

302 NORTH EL CAMINO REAL, SUITE 206 · SAN CLEMENTE, CA 92672
9096256194
Plans filed
2
Years active
2018–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$676K
No prior year
Persons covered
207
No prior year
Total participants
185
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$673K
GUIDED DISCOVERIES, INC. HEALTH AND WELFARE PLAN
Fully insured67 covered·2 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE
Plan #502$2K
GUIDED DISCOVERIES EAP PLAN
Fully insured140 covered·1 carrier
Primary: EFR EMPLOYEE AND FAMILY RESOURCES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$669K24.9%
Dental$669K24.9%
Vision$669K24.9%
Prescription drug$669K24.9%
Other$7K0.3%
Life$5K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxDV
$669K99.0%1167
BLUE CROSS OF CALIFORNIA
EIN 946077403
LOth
$5K0.7%1145
EFR EMPLOYEE & FAMILY RESOURCES
EIN 420923932
Oth
$2K0.4%11140

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.VISALIA, CACALIFORNIA PHYSICIANS SERVICE, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY$3K$32K$35K100.0%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
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