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Sponsor portfolio

COMMUNITY SOLUTIONS FOR CHILDREN, FAMILIES AND INDIVIDUALS, INC.

EIN 23-7351215-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$6.5M premiums
Participants
853
9015 MURRAY AVE STE 100 - GILROY, CA 950203675408-846-4777
Plans on this EIN
2 filings
#001403b-$13.0M - 453 part#503Fully Insured-$6.5M - 598 lives

Benefits portfolio analytics

1 plan / $6.5M premiums / 598 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Prescription drug$468K
  • Dental$357K
  • Life$162K
  • Long-term disability$162K
  • Vision$78K
Total $6.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • KAISER FOUNDATION HEALTH PLAN INC84%
  • SUTTER HEALTH PLAN7%
  • DELTA DENTAL OF CALIFORNIA6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $6.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TOM D. ELLIS INSURANCE SERVICES100%
Total $154K1 slice

Plan deep-dives

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

COMMUNITY SOLUTIONS 403(B) PLAN

403b

Assets$13.0M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COMMUNITY SOLUTIONS, INC EMPLOYEE HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN

Premiums$6.5M
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY SOLUTIONS 403(B) PLAN403b$13.0M4532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COMMUNITY SOLUTIONS, INC EMPLOYEE HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN$6.5M5982025
Retirement plans
Welfare plans
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