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
Filings through .
Top hat
Montecito Retirement Association D/B/a Casa Dorinda
EIN 23-7425754individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$26.9M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $858K premiums / 305 covered lives
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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#001
CASA DORINDA TAX-DEFERRED ANNUITY PLAN
403(b)
Assets$26.9M
Participants410
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$858K
Covered lives305
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CASA DORINDA TAX-DEFERRED ANNUITY PLAN | 403(b) | $26.9M | 410 | 2025 |
- #001 · 403(b) · 2025410
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN INC · 2025305
Retirement plans
Health & Benefits plans