PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AAA COMPANIES

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 95-4612002

AAA COMPANIES

25007 ANZA DRIVE · VALENCIA, CA 91355
8008924784
Plans filed
1
Years active
2017–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$86K
No prior year
Persons covered
124
No prior year
Total participants
109
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$86K
AAA COMPANIES WELFARE BENEFITS PLAN
Mixed124 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$42K29.4%
Vision$37K25.8%
Other$26K17.8%
Life$20K14.3%
Long-term disability$13K8.9%
Short-term disability$5K3.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$44K50.9%17109
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$37K43.1%11124
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$5K6.0%1144

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.PASADENA, CAMETROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION$8K$3K$11K64.0%1
HUB INTERNATIONAL MIDWEST LIMITEDPASADENA, CAMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION$1K$1K$3K16.8%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION$2K$539$2K13.5%1
WWW INSURANCE, LLCWICHITA, KSMETROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION$1K$0$1K5.7%1

History & trajectory

9 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