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Sponsor portfolio

ENCOMPASS COMMUNITY SERVICES

EIN 23-7275290-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$7.9M assets
Welfare
1
$3.2M premiums
Participants
805
380 ENCINAL STREET, SUITE 200 - SANTA CRUZ, CA 95060831-469-1700encompasscs.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$7.7M - 514 part#111ProfitSharing-$208K - 37 part#501Fully Insured-$3.2M - 254 lives

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 551 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • COMMUNITY SERVICES 403(B) (#002)97%
  • CONTRIBUTION RETIREMENT PLAN (#111)3%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES 403(B) (#002)514
  • CONTRIBUTION RETIREMENT PLAN (#111)37
Total 551Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$190K
  • Other$65K
  • Life$32K
  • Long-term disability$32K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • SUTTER HEALTH PLAN61%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LANDMARK HEALTHPLAN1%
  • +1 more
Total $3.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • CALNONPROFITS INSURANCE SERVICES58%
  • NAC INSURANCE ADMINISTRATION CORPOR42%
  • THOMAS CHRISTOPHER SMITH0%
Total $142K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENCOMPASS COMMUNITY SERVICES 403(B) PLAN

403b

Assets$7.7M
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#111

ENCOMPASS COMMUNITY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$208K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENCOMPASS COMMUNITY SERVICES EMPLOYEE BENEFIT PLAN

Fully Insured - SUTTER HEALTH PLAN

Premiums$3.2M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENCOMPASS COMMUNITY SERVICES 403(B) PLAN403b$7.7M5142025
111ENCOMPASS COMMUNITY SERVICES DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$208K372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENCOMPASS COMMUNITY SERVICES EMPLOYEE BENEFIT PLANFully InsuredSUTTER HEALTH PLAN$3.2M2542025
Retirement plans
Welfare plans
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