Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Long-term disability$330K
- Life$302K
- Short-term disability$302K
- Other$302K
- +1 more
Sponsor portfolioTH
ALLIANCE MEMBER SERVICES, INC.
EIN 06-1555318environmental servicesLatest filing 2025
Plans
2
Retirement
1
$33.5M assets
Welfare
1
$2.4M premiums
Participants
447
300 PANETTA AVENUE - SANTA CRUZ, CA 95060800-359-6422alliancetrees.comLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 198 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA14%
- KAISER FOUNDATION HEALTH PLAN INC11%
- VISION SERVICE PLAN2%
- LANDMARK HEALTHPLAN1%
Broker market share
Schedule A broker compensation
99%top
- VITA INSURANCE ASSOCIATES, INC.99%
- JASON LOMBARDI1%
- NAC INSURANCE ADMINISTRATION CORPOR0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P
401k
Assets$33.5M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ALLIANCE MEMBER SERVICES EMPLOYEE BENEFIT PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$2.4M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | 401k | $33.5M | 243 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ALLIANCE MEMBER SERVICES EMPLOYEE BENEFIT PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.4M | 198 | 2025 |
Retirement plans
Welfare plans