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
Sponsor portfolio
THE CHANGE COMPANY CDFI LLC
EIN 20-1938893Latest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$4.1M premiums
Participants
914
175 N RIVERVIEW DR, SUITE C - ANAHEIM, CA 92808949-255-6034
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 457 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
97%top
- VENBROOK INSURANCE SERVICES97%
- CENTRO BENEFITS RESEARCH LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CHANGE COMPANY CDFI LLC 401(K) PLAN
401k
Assets$32.4M
Participants544
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CHANGE COMPANY CDFI LLC HEALTH & WELFARE PLAN
Fully Insured - BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS' SERVICE
Premiums$4.1M
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CHANGE COMPANY CDFI LLC 401(K) PLAN | 401k | $32.4M | 544 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans