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  1. Companies/
  2. Encompass Community Services
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Encompass Community Services

EIN 23-7275290-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$7.9M assets
Health & Benefits
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
#002403(b)-$7.7M - 514 part#111Profit-sharing-$208K - 37 part#501Fully insured-$3.2M - 254 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 551 participants

Assets by plan

Share of aggregate retirement assets

  • COMMUNITY SERVICES 403(B) (#002)$7.7M
  • CONTRIBUTION RETIREMENT PLAN (#111)$208K
Total $7.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES 403(B) (#002)514
  • CONTRIBUTION RETIREMENT PLAN (#111)37
Total 551Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ENCOMPASS COMMUNITY SERVICES 403(B) PLAN

403(b)

Assets$7.7M
Participants514
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#111

ENCOMPASS COMMUNITY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN

Profit-sharing

Assets$208K
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ENCOMPASS COMMUNITY SERVICES EMPLOYEE BENEFIT PLAN

Fully insured - SUTTER HEALTH PLAN

Premiums$3.2M
Covered lives254
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ENCOMPASS COMMUNITY SERVICES 403(B) PLAN403(b)$7.7M5142025
#111ENCOMPASS COMMUNITY SERVICES DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing$208K372025
  • ENCOMPASS COMMUNITY SERVICES 403(B) PLAN$7.7M
    #002 · 403(b) · 2025514
  • ENCOMPASS COMMUNITY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN$208K
    #111 · Profit-sharing · 202537

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ENCOMPASS COMMUNITY SERVICES EMPLOYEE BENEFIT PLANFully insuredSUTTER HEALTH PLAN$3.2M2542025
  • ENCOMPASS COMMUNITY SERVICES EMPLOYEE BENEFIT PLAN$3.2M
    #501 · Fully insured · SUTTER HEALTH PLAN · 2025254
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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