Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$502K
- Life$162K
- Short-term disability$162K
- Dental$138K
- Vision$138K
- Prescription drug$52K
- +1 more
Sponsor portfolio
HIGBEE & ASSOCIATES
EIN 20-5955759Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$664K premiums
Participants
289
1504 BROOKHOLLOW DR STE 112 - SANTA ANA, CA 927055418714-617-8311
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $664K premiums / 184 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- UNITED HEALTHCARE INSURANCE COMPANY68%
- PRINCIPAL LIFE INSURANCE COMPANY21%
- KAISER FOUNDATION HEALTH PLAN INC8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
61%top
- PATRIOT GROWTH INSURANCE SERVICES61%
- AMWINS23%
- COLONIAL LIFE & ACCIDENT16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HIGBEE & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HIGBEE & ASSOCIATES WELFARE BENEFITS PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$664K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HIGBEE & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 105 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HIGBEE & ASSOCIATES WELFARE BENEFITS PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $664K | 184 | 2025 |
Retirement plans
Welfare plans