Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$471K
- Vision$471K
- Other$459K
- Life$451K
- Short-term disability$451K
- +2 more
Sponsor portfolio
CITADEL SERVICING CORPORATION
EIN 20-8006279Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$3.4M premiums
Participants
828
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 363 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- ELIZABETH FOO DBA WINNING TEAM AGCY0%
- ENROLLEASE0%
- ADSH INVESTMENTS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITADEL SERVICING CORPORATION 401(K) PLAN
401k
Assets$6.4M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITADEL SERVICING HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.4M
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITADEL SERVICING CORPORATION 401(K) PLAN | 401k | $6.4M | 462 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITADEL SERVICING HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.4M | 363 | 2025 |
Retirement plans
Welfare plans