Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH MEDICAL PLAN	Fully Insured	KAISER FOUNDATION HEALTH PLAN, INC.	$1.4M	165	2025
502	JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH ANCILLARY BENEFITS PLAN	Fully Insured	METROPOLITAN LIFE INSURANCE COMPANY	$165K	514	2025

Retirement plans

Welfare plans

Sponsor portfolioTH

JSI ACQUISITIONS DBA LIBERTANA HOME HEALTH

EIN 20-5940887Latest filing 2025

Plans

Retirement

$6.1M assets

Welfare

$1.6M premiums

Participants

1,134

5805 SEPULVEDA BLVD., SUITE 605 - SHERMAN OAKS, CA 91411818-902-5000

Plans on this EIN

3 filings

#002401k-$6.1M - 559 part #501Fully Insured-$1.4M - 165 lives #502Fully Insured-$165K - 514 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 679 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.3M
Prescription drug$1.3M
Dental$186K
Vision$177K
Life$177K
Other$177K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

88%top

KAISER FOUNDATION HEALTH PLAN INC88%
METROPOLITAN LIFE INSURANCE COMPANY12%
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%

Broker market share

Schedule A broker compensation

Split broker

104%top

JOSHUA DAVID SCHWAB104%
GCG FINANCIAL LLC17%
REUBEN WARNER ASSOCIATES, INC.-4%
EDWARD LEVY-16%

Plan deep-dives

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

Retirement#002

LIBERTANA HEALTH SERVICES 401(K) PLAN

401k

Assets$6.1M

Participants559

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501