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Sponsor portfolio

FIRST FOUNDATION INC.

EIN 20-8639702-financial services-Latest filing 2025
Plans
2
Retirement
1
$94.3M assets
Welfare
1
$8.9M premiums
Participants
1,369
18101 VON KARMAN AVE, 7TH FLOOR - IRVINE, CA 92612949-202-4100firstfoundationinc.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$94.3M - 795 part#501Fully Insured-$8.9M - 567 lives

Benefits portfolio analytics

1 plan / $8.9M premiums / 567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Prescription drug$8.0M
  • Dental$825K
  • Vision$816K
  • Life$816K
  • Short-term disability$816K
  • +2 more
Total $8.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • BLUE CROSS OF CALIFORNIA12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $8.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ACRISURE LLC100%
  • BRAKKE SCHAFNITZ INSURANCE BROKERS0%
Total $358K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST FOUNDATION INC. RETIREMENT PLAN

401k

Assets$94.3M
Participants795
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST FOUNDATION INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.9M
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST FOUNDATION INC. RETIREMENT PLAN401k$94.3M7952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST FOUNDATION INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.9M5672025
Retirement plans
Welfare plans
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