PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALI BAMBOO, LLC
Sponsor portfolio

CALI BAMBOO, LLC

EIN 20-3050842-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$1.7M premiums
Participants
450
662 ENCINITAS BLVD., SUITE 270 - ENCINITAS, CA 92024858-882-7557
Plans on this EIN
2 filings
#001401k-$18.3M - 313 part#501Fully Insured-$1.7M - 219 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$1.3M
  • Dental$74K
  • Vision$74K
  • Life$30K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • ANTHEM LIFE INSURANCE COMPANY9%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $85K1 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

VICTORIA U.S. HOLDINGS 401(K) PLAN

401k

Assets$18.3M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALI BAMBOO, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VICTORIA U.S. HOLDINGS 401(K) PLAN401k$18.3M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALI BAMBOO, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.7M2192025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica