Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Dental$651K
- Vision$651K
- Life$651K
- Short-term disability$651K
- +2 more
Filings through .
The Change Company Cdfi LLC
EIN 20-1938893Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$36.3M assets
Health & Benefits
1
$4.1M premiums
Participants
901
175 N. RIVERVIEW DRIVE, SUITE B - ANAHEIM, CA 92808949-514-6605
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.1M premiums / 457 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE CHANGE COMPANY CDFI LLC 401(K) PLAN
401(k)
Assets$36.3M
Participants531
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE CHANGE COMPANY CDFI LLC HEALTH & WELFARE PLAN
Fully insured - BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE
Premiums$4.1M
Covered lives457
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CHANGE COMPANY CDFI LLC 401(K) PLAN | 401(k) | $36.3M | 531 | 2025 |
- #001 · 401(k) · 2025531
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE CHANGE COMPANY CDFI LLC HEALTH & WELFARE PLAN | Fully insured | BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE | $4.1M | 457 | 2025 |
- #501 · Fully insured · BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE · 2025457
Retirement plans
Health & Benefits plans