Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$672K
- Prescription drug$672K
- Dental$145K
- Other$33K
- Life$15K
- Short-term disability$8K
- +1 more
Sponsor portfolioTH
MONTECITO RETIREMENT ASSOCIATION D/B/A CASA DORINDA
EIN 23-7425754individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$858K premiums
Participants
642
300 HOT SPRINGS ROAD - SANTA BARBARA, CA 93108805-969-8014casadorinda.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $858K premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- KAISER FOUNDATION HEALTH PLAN INC78%
- ANTHEM LIFE INSURANCE COMPANY17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- AFLAC2%
Broker market share
Schedule A broker compensation
84%top
- DIGITAL INSURANCE LLC84%
- LORI TAKEUCHI7%
- CENTRO BENEFITS RESEARCH LLC3%
- ENROLLEASE3%
- STEPHEN HARDY2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASA DORINDA TAX-DEFERRED ANNUITY PLAN
403b
Assets$25.9M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$858K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASA DORINDA TAX-DEFERRED ANNUITY PLAN | 403b | $25.9M | 410 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $858K | 305 | 2025 |
Retirement plans
Welfare plans