OXNARD CRFL PARTNERS LLC

302 N SHERIDAN STREET
CORONA, CA 92880

Business Stats

Policy History

Term Carrier Premium LCM
2022

2.473
(Current: 2.470)
2022

2.130
2022

2.105
2022

1.530
2022

1.794
2022

1.560
2022

1.270
2022

2.115
2022

-
2022

1.645
2022

-
2022

-
2022

1.499
2022

-
2022

1.974
2022

1.431
2022

1.313
2022

1.717
2022

2.168
2022

1.941
2022

2.130
2022

1.614
2021

2.470
2021

2.105
2021

2.130
2021

1.794
2021

1.463
2021

1.530
2021

2.115
2021

-
2021

1.645
2021

-
2021

-
2021

1.499
2021

-
2021

2.145
2021

1.660
2021

1.974
2021

1.431
2021

1.313
2021

1.717
2021

2.168
2021

1.904
2021

2.130
2021

1.460
2020

2.130
2020

2.105
2020

-
2020

1.463
2020

-
2020

1.530
2020

-
2020

-
2020

-
2020

1.645
2020

-
2020

-
2020

1.499
2020

2.067
2020

1.660
2020

1.974
2020

1.431
2020

-
2020

1.090
2020

1.717
2020

1.913
2020

1.904
2020

2.125
2020

1.460
2019

1.830
2019

-
2019

1.416
2019

1.203
2019

-
2019

2.130
2019

-
2019

1.400
2019

-
2019

1.499
2019

-
2019

1.560
2019

1.362
2019

1.431
2019

1.097
2019

-
2019

1.802
2019

-
2019

1.976
2019

1.460
2018

1.203
2018

1.416
2018

-
2018

-
2018

-
2018

1.184
2018

-
2018

1.499
2018

-
2018

-
2018

1.362
2018

1.097
2018

-
2018

1.802
2018

1.883
2018

2.105
2018

1.460
2017

1.203
2017

-
2017

1.416
2017

-
2017

-
2017

-
2017

1.184
2017

-
2017

1.499
2017

1.362
2017

1.097
2017

-
2017

1.802
2017

1.753
2017

1.460
2016

-
2016

-
2016

-
2016

1.416
2016

-
2016

1.184
2016

-
2016

1.362
2016

1.097
2016

1.744
2016

1.753
2016

1.460
2015

-
2015

-
2015

-
2015

1.416
2015

-
2015

-
2015

-
2015

1.362
2015

1.744
2015

-
2015

1.784
2015

1.460
2014

-
2014

-
2014

1.250
2014

-
2014

-
2014

-
2014

1.202
2014

-
2014

-
2013

-
2013

1.250
2013

-
2013

-
2013

-
2013
11-01-2013

-
2012

-
2012

1.250
2012

-
2012

-
2012
02-22-2012

1.666
2012
02-22-2012

-
2012
02-22-2012

-
2011

-
2011

-
2011
02-22-2011

-
2010
02-22-2010

-
2009

-
2009

-

Contacts

a7e
(151) 235-0589
6d9

9
(716) 756-7832
9cf1f

GIYOLG LXYAUJGGCEX
Benefits Admin
(234) 983-9348
7fa6

UNS PRLGARAGWUH
Benefits Admin
(170) 615-6995
797fd

Ykfd Zgmidmx
Director of Sales & Marketing, T
(070) 219-6560
fde9

NSWLRP GBLTZPDSXKS
Benefits Admin
(766) 525-9286
9db

RATBSTY FLAGTSQ
Benefits Admin
(359) 554-2709
7fcc6

YADC JZNHSZO
Benefits Admin
(993) 316-2022
fae

SJWKSRS K. RUIVTJA
Benefits Admin
(694) 705-8477
49ada

Uaybxc Kjxom
President
(573) 257-8705
fa5

Owify Vaogemq
Vice President - Operations
(908) 376-5323
bvvdy@jpukdeqc.szc

Industry Classification

Retirement Benefits

Financials

20212020201920182017201620152014201320122010
BOY Assets: $ 30,440,838 $ 2,480,392 $ 31,440,402 $ 97,704,112 $ 38,869,995 $ 7,292,700 $ 60,100,267 $ 1,688,414 $ 6,313,093 $ 7,860,552 $ 9,854,109
Liabilities: $ 0 $ 6 $ 2 $ 29 $ 6 $ 386 $ 4 $ 6
EE Contrib: $ 2,433,774 $ 152,680 $ 7,062,373 $ 6,767,362 $ 950,303 $ 3,333,787 $ 1,267,060 $ 7,674,113 $ 7,068,554 $ 9,437,358 $ 165,575
Emp Contrib: $ 944,394 $ 132,685 $ 116,878 $ 981,652 $ 572,764 $ 564,371 $ 1,490 $ 97,656 $ 436,788 $ 667,551 $ 786,474
Income/Loss: $ 2,735,341 $ 8,926,458 $ 9,198,397($ 3,602,088) $ 1,457,801 $ 423,474($ 471,939) $ 104,536 $ 5,226,990 $ 612,227 $ 864,528
Total Income: $ 7,355,747 $ 3,042,572 $ 6,508,768 $ 3,990,669 $ 1,904,070 $ 1,914,772 $ 7,040,860 $ 4,655,271 $ 8,132,739 $ 1,782,588 $ 9,087,688
Paid Benefits: $ 2,976,628 $ 4,841,649 $ 8,382,492 $ 2,113,223 $ 4,752,292 $ 7,720,571 $ 108,190 $ 253,068 $ 866,983 $ 457,919 $ 30,180
Expenses: $ 0 $ 12 $ 2 $ 8 $ 704 $ 34 $ 3
  Commission: $ 135,820 $ 66,310 $ 940,537 $ 46,410 $ 598,618 $ 921,544 $ 62,663 $ 6,589 $ 6,670 $ 77,003 $ 5,326
Net Income: $ 4,218,497 $ 5,117,037 $ 4,076,993 $ 22,375 $ 7,859,468 $ 1,516,218 $ 7,296,988 $ 9,512,011 $ 3,743,269 $ 7,687,944 $ 780,722
Net Assets: $ 34,659,335 $ 76,195,534 $ 7,195,752 $ 53,970,716 $ 6,203,974 $ 84,830,933 $ 56,937,011 $ 9,375,853 $ 1,698,903 $ 843,848 $ 3,394,885

Participants

20212020201920182017201620152014201320122010
Total Participants:704972575242173526489086908151914
Active Part.:605584386235591900508976427804890
Retired Part.:39063279b0f31ee1
Deceased Part.:8190182aa74e52ab48

Insurance

GZBNZ XTWY NTSA KHP QWUCNSK
Renewal:12-31-2021
Covered:41
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0

Providers

HJWEGEQJ IVUOYDWY EBORJ, FKL
4000 MACATHUR BLVD STE 1050
NEWPORT BEACH, CA 92660
Other (specify)
Compensation:$78,294
Relation:OTHER
OPINV-ODQC HNIO & YWOMCTO UUYKMTTLB
8515 EAST ORCHARD ROAD
GREENWOOD VILLAGE, CO 80111
Recordkeeping fees
Compensation:$53,733
Relation:RECORDKEEPER
SLUUMMOJ HGZLKYUP KTQXD, RWX
1920 MAIN STREET SUITE 800
IRVINE, CA 92614
Investment management
Compensation:$6,695
Relation:INVESTMENT MGMT

Features

    2E - Profit-sharing

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

20212020201920182017201620152014201320122011
BOY Assets: $ 0 $ 5 $ 2 $ 50 $ 8 $ 16
Liabilities: $ 0 $ 67 $ 3 $ 2 $ 4 $ 43 $ 8 $ 46 $ 1
EE Contrib: $ 0 $ 48 $ 5 $ 6 $ 28 $ 8 $ 18 $ 9
Emp Contrib: $ 0 $ 3 $ 7 $ 39 $ 428 $ 0 $ 87
Income/Loss: $ 0 $ 76 $ 7 $ 8 $ 6
Total Income: $ 0 $ 5 $ 83 $ 92 $ 94 $ 4 $ 2 $ 4 $ 44 $ 90
Paid Benefits: $ 0 $ 8 $ 5 $ 2 $ 67 $ 7 $ 4 $ 135 $ 805
Expenses: $ 0 $ 1 $ 6 $ 67 $ 0 $ 1 $ 1 $ 7 $ 8
  Commission: $ 0 $ 3 $ 1 $ 2 $ 219 $ 5 $ 26
Net Income: $ 0 $ 8 $ 3 $ 67 $ 8
Net Assets: $ 0 $ 5 $ 1 $ 3 $ 4 $ 3 $ 0 $ 50 $ 7

Participants

20212020201920182017201620152014201320122011
Total Participants:503862683549402091218491093ed874
Active Part.:4925291347998160265786441956e581
Retired Part.:11902505362973
Deceased Part.:4ce68c7825f0acde7bc088

Insurance

ZIKMIBDF GXBWEXHM WULA YWUKMBVMN PRBOVXL
Renewal:07-31-2021
Covered:336
  1. Life Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 165,116
Commission10% $ 16,512
Fees0% $ 0
Brokers
IGYWBVJZMMKE MCAI BXBSBRJUV TGHRUCI
Renewal:07-31-2021
Covered:583
  1. ACCIDENT & WORKSITE HEALTH

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 55,637
Commission20.26% $ 11,274
Fees3.55% $ 1,975
Brokers
TXOYPVILQLLI UQSM FWFFXXCGO RTCABLN
Renewal:07-31-2021
Covered:1122
  1. Dental
  2. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 532,355
Commission10.03% $ 53,384
Fees3.49% $ 18,570
Brokers
KVUYNDFS FGQHYWOM XJQM ZDQPTWHED FJPMWCI
Renewal:07-31-2021
Covered:492
  1. Life Insurance
  2. ACCIDENTAL DEATH & DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 16,000
Commission10% $ 1,600
Fees0% $ 0
Brokers
IOSKLKDK MCKNHBLW TKEL ZLZZTIXMP MXPDEDY
Renewal:07-31-2021
Covered:210
  1. Temp. Disability Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 92,185
Commission14.99% $ 13,822
Fees0% $ 0
Brokers
GLLWJFMRCIJX BADP FNCFMVMEX RWFQXWY
Renewal:07-31-2021
Covered:363
  1. ACC HOSPITAL WORKSITE

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 59,343
Commission21.17% $ 12,562
Fees3.76% $ 2,229
Brokers
ORNJNOHL JJRRZHFL PQAH NQWVMTPZJ SUYDFTS
Renewal:07-31-2021
Covered:227
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 94,373
Commission15% $ 14,156
Fees0% $ 0
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4Q - Other.