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Sponsor portfolioWelfare / HealthEIN 95-4523232
THE CALIFORNIA ENDOWMENT
1000 N. ALAMEDA STREET · LOS ANGELES, CA 900121804
8004494149
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 81
- Latest filing
- 2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
330
No prior year
Total participants
147
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.1M | 38.8% | |
| Prescription drug | $1.1M | 38.8% | |
| Dental | $208K | 7.2% | |
| Vision | $208K | 7.2% | |
| Other | $80K | 2.8% | |
| Life | $50K | 1.7% | |
| Short-term disability | $49K | 1.7% | |
| Long-term disability | $49K | 1.7% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.1M | 76.8% | 1 | 2 | 87 |
EIN 470098400 | DV | $208K | 14.3% | 1 | 1 | 330 |
EIN 350472300 | LOth | $50K | 3.4% | 1 | 1 | 155 |
EIN 135123390 | STDLTD | $49K | 3.4% | 1 | 1 | 161 |
EIN 822723296 | Oth | $21K | 1.5% | 1 | 1 | 23 |
EIN 953070501 | Oth | $7K | 0.5% | 1 | 1 | 155 |
EIN 131963496 | Oth | $2K | 0.1% | 1 | 1 | 178 |
Broker overview
23 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | IRVINE, CA | AMERITAS LIFE INSURANCE CORP., KAISER FOUNDATION HEALTH PLAN INC, GUARDIAN | $48K | $657 | $49K | 92.8% | 1 |
| JULIE S KRAUS | MOORPARK, CA | AFLAC | $2K | $64 | $2K | 4.4% | 1 |
| CN BENEFITS INC | NEWBURY PARK, CA | AFLAC | $334 | $12 | $346 | 0.7% | 1 |
| BRADLEY IAN WITT | CAMARILLO, CA | AFLAC | $281 | $12 | $293 | 0.6% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | PASADENA, CA | FEDERAL INSURANCE COMPANY | $232 | $0 | $232 | 0.4% | 1 |
| AMY SLOKAN | ORLANDO, FL | AFLAC | $194 | $0 | $194 | 0.4% | 1 |
| MICHAEL S NOLAN | SIMI VALLEY, CA | AFLAC | $113 | $0 | $113 | 0.2% | 1 |
| JACOB BURNS INC. | LONG BEACH, CA | AFLAC | $56 | $0 | $56 | 0.1% | 1 |
| DEVITA MCKENZIE | LOS ANGELES, CA | AFLAC | $48 | $0 | $48 | 0.1% | 1 |
| MARY LOU GRAHAM | OXNARD, CA | AFLAC | $46 | $0 | $46 | 0.1% | 1 |
| GENA G QUARANTELLO | MOORPARK, CA | AFLAC | $37 | $0 | $37 | 0.1% | 1 |
| D BREDESON INSURANCE SERVICES INC | CORNELIUS, NC | AFLAC | $24 | $0 | $24 | 0.0% | 1 |
| RICHARD J KUNZ | SAN FRANCISCO, CA | AFLAC | $12 | $0 | $12 | 0.0% | 1 |
| JOSEPH RAY HARDIE | TEMPE, AZ | AFLAC | $11 | $0 | $11 | 0.0% | 1 |
| DUANE ANDREW FRY | SAN LUIS OBISPO, CA | AFLAC | $7 | $0 | $7 | 0.0% | 1 |
| ALFRED RIETKERK | PULASKI, TN | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| SIERRA N KIRSHY | ROSEVILLE, CA | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| GENA GRACE QUARANTELLO | MOORPARK, CA | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| SHANE M OWEN | ANTIOCH, TN | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| DENA JORDAN | CRESTVIEW, FL | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| JOSEPH A BUZZELLO | SCOTTSDALE, AZ | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| CHARLES D. BLOCK | SAN LEANDRO, CA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| PETER C. FOY & ASSOCIATES | SANTA BARBARA, CA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
10 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