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Sponsor portfolio

STRETTO

EIN 20-0447528-management consulting-Latest filing 2024
Plans
2
Retirement
1
$41.3M assets
Welfare
1
$945K premiums
Participants
745
410 EXCHANGE, SUITE 100 - IRVINE, CA 92602949-222-1212stretto.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$41.3M - 435 part#501Fully Insured-$945K - 624 lives

Benefits portfolio analytics

1 plan / $945K premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$417K
  • Prescription drug$417K
  • Dental$247K
  • Other$240K
  • Life$232K
  • Short-term disability$232K
  • +2 more
Total $945K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • DELTA DENTAL OF CALIFORNIA26%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • AMERITAS LIFE INSURANCE CORP.4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $945K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $97K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STRETTO 401(K) RETIREMENT PLAN

401k

Assets$41.3M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRETTO, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$945K
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRETTO 401(K) RETIREMENT PLAN401k$41.3M4352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRETTO, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$945K6242024
Retirement plans
Welfare plans
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