Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$18K
- Life$2K
- Other$353
Sponsor portfolio
SACRED HEART COMMUNITY SERVICE
EIN 23-7179787non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$21K premiums
Participants
170
1381 SOUTH FIRST STREET - SAN JOSE, CA 95110408-278-2191sacredheartcs.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $21K premiums / 100 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SACRED HEART COMMUNITY SERVICES SECTION 403(B) TAX DEFERRED ANNUITY
403b
Assets$2.7M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SACRED HEART COMMUNITY SERVICE WELFARE BENEFIT PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$21K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SACRED HEART COMMUNITY SERVICES SECTION 403(B) TAX DEFERRED ANNUITY | 403b | $2.7M | 70 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SACRED HEART COMMUNITY SERVICE WELFARE BENEFIT PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $21K | 100 | 2025 |
Retirement plans
Welfare plans