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

7e2
(778) 986-4117
da9d

0ab
(544) 637-4578
4bc6

YKLKPO DUAJIYAGOSQ
Benefits Admin
(878) 019-2280
6a7d

ELC GBOPQTVZEJN
Benefits Admin
(085) 781-2850
2f99

Rjzh Ezcmopx
Director of Sales & Marketing, T
(268) 678-5901
26c

GJCFMR ILDJFBDRHTS
Benefits Admin
(080) 701-3085
f ed

XMEQNRL AKDKFJQ
Benefits Admin
(722) 154-1914
f6d

NNMR UBSVMPM
Benefits Admin
(989) 075-3957
ef2

EEIIPMN I. BUXQLHR
Benefits Admin
(277) 125-5218
6ded

Rlemkt Koxlp
President
(855) 437-8400
e1a

Mynmm Dldlwwu
Vice President - Operations
(991) 333-9747
bjtel@wpubmrrg.uid

Industry Classification

Retirement Benefits

Financials

20212020201920182017201620152014201320122010
BOY Assets: $ 30,440,838 $ 29,867,357 $ 93,852,021 $ 18,532,276 $ 95,643,859 $ 19,365,364 $ 40,384,061 $ 58,915,499 $ 3,391,756 $ 1,188,246 $ 5,529,281
Liabilities: $ 0 $ 2 $ 288 $ 6 $ 3 $ 6 $ 8
EE Contrib: $ 2,433,774 $ 937,569 $ 2,004,777 $ 83,835 $ 7,309,335 $ 5,817,479 $ 5,792,942 $ 4,450,630 $ 1,655,031 $ 2,529,564 $ 799,073
Emp Contrib: $ 944,394 $ 373,268 $ 43,733 $ 986,090 $ 166,281 $ 658,079 $ 924,479 $ 471,258 $ 466,169 $ 744,497 $ 747,882
Income/Loss: $ 2,735,341 $ 973,947 $ 9,057,783($ 4,157,487) $ 7,889,934 $ 138,082($ 564,869) $ 107,533 $ 9,371,910 $ 20,484 $ 780,221
Total Income: $ 7,355,747 $ 1,509,779 $ 8,261,858 $ 2,286,169 $ 3,840,347 $ 8,711,747 $ 5,390,958 $ 4,152,428 $ 232,746 $ 5,085,295 $ 8,417,403
Paid Benefits: $ 2,976,628 $ 1,194,207 $ 4,280,023 $ 4,693,392 $ 7,071,685 $ 6,771,566 $ 116,256 $ 112,243 $ 165,270 $ 167,519 $ 63,613
Expenses: $ 0 $ 1 $ 1 $ 112 $ 8 $ 4 $ 0 $ 1
  Commission: $ 135,820 $ 95,426 $ 606,070 $ 982,655 $ 654,597 $ 219,835 $ 30,814 $ 6,844 $ 3,205 $ 26,571 $ 7,687
Net Income: $ 4,218,497 $ 7,305,192 $ 9,716,539 $ 64,429 $ 4,616,706 $ 4,050,029 $ 8,574,144 $ 1,730,831 $ 9,882,750 $ 7,463,833 $ 9,923,031
Net Assets: $ 34,659,335 $ 33,854,536 $ 47,706,478 $ 6,519,295 $ 59,016,424 $ 44,011,309 $ 16,409,749 $ 18,524,864 $ 951,696 $ 456,757 $ 651,754

Participants

20212020201920182017201620152014201320122010
Total Participants:704419451100799175763355713025670
Active Part.:605676602865303798298707733772204
Retired Part.:37227a02e33035f
Deceased Part.:813060c4d438f818fd

Insurance

LXXEB RXQE QURT JPY KVMMKEU
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

BVJSZOYI MYLQECCN JADEG, KTN
4000 MACATHUR BLVD STE 1050
NEWPORT BEACH, CA 92660
Other (specify)
Compensation:$78,294
Relation:OTHER
NGCTW-PGZF QIOY & JQKJTTF LTISLEIRA
8515 EAST ORCHARD ROAD
GREENWOOD VILLAGE, CO 80111
Recordkeeping fees
Compensation:$53,733
Relation:RECORDKEEPER
HBKSKNRJ OTWBWTYS WREEI, VJL
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 $ 6 $ 1 $ 4
Liabilities: $ 0 $ 41 $ 2 $ 2 $ 36
EE Contrib: $ 0 $ 51 $ 8 $ 9 $ 929 $ 285 $ 0 $ 95 $ 1
Emp Contrib: $ 0 $ 30 $ 6 $ 0 $ 832 $ 84 $ 73 $ 37
Income/Loss: $ 0 $ 3 $ 1 $ 4 $ 7
Total Income: $ 0 $ 54 $ 44 $ 1 $ 264 $ 4 $ 291
Paid Benefits: $ 0 $ 6 $ 25 $ 46 $ 260
Expenses: $ 0 $ 61 $ 1 $ 2 $ 0 $ 514 $ 1 $ 4 $ 4
  Commission: $ 0 $ 5 $ 91 $ 3 $ 25 $ 3
Net Income: $ 0 $ 75 $ 3 $ 5 $ 3 $ 6 $ 6
Net Assets: $ 0 $ 0 $ 4 $ 5 $ 33 $ 3 $ 8 $ 4

Participants

20212020201920182017201620152014201320122011
Total Participants:50307308936636214430168376632577
Active Part.:4929666990028660100729789557560
Retired Part.:1109271320107f6
Deceased Part.:e8ba2584d4e35f877fafd

Insurance

JZGZQKMJ XSUEPKTS RWPF ZNCNHJWGL UOLDNKN
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
FIROIMKNOBCT RSDA NTKFUVTLD EPWIZRB
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
KUIOKHEJNKNN HXCR SSGXBWMTT DFGYPBJ
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
DAMFJLXD NETMZLPL CJCM CRRRTTUXU HSWDQJX
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
MHEDZICP KCRRVVGV ANHI DQCBPYMMK ZZIEOGA
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
WVKHSDQXCEBB WYQB CUNVXRLPJ BPANAZL
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
FIWOAJPP MHEEOXWV VWMT AWHPLDJJL UINOILJ
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.