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Sponsor portfolio

RESOURCE FOR EDUCATION, ADVOCACY, COMMUNICATION AND HOUSING

EIN 23-7036873-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$601K premiums
Participants
305
7200 GREENLEAF AVENUE, SUITE 140 - WHITTIER, CA 90602562-946-0467
Plans on this EIN
2 filings
#001401k-$1.8M - 194 part#502Fully Insured-$601K - 110 lives

Benefits portfolio analytics

1 plan / $601K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$525K
  • Prescription drug$525K
  • Other$32K
  • Dental$26K
  • Life$12K
  • Short-term disability$11K
  • +1 more
Total $601K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $601K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • IMA, INC.94%
  • FMLASOURCE INC6%
Total $45K2 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

REACH 401(K) PLAN

401k

Assets$1.8M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

REACH WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$601K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REACH 401(K) PLAN401k$1.8M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502REACH WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$601K1102025
Retirement plans
Welfare plans
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