PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IMPACT TECH, INC. DBA IMPACT
Sponsor portfolio

IMPACT TECH, INC. DBA IMPACT

EIN 26-1120226-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$5.5M premiums
Participants
1,005
223 EAST DE LA GUERRA STREET - SANTA BARBARA, CA 93101805-351-2199impact.techLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$34.9M - 577 part#501Fully Insured-$5.5M - 780 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 780 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$5.3M
  • Vision$5.3M
  • Prescription drug$5.3M
  • Other$161K
  • Life$126K
  • +1 more
Total $5.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $5.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $303K1 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

IMPACT 401(K) PLAN

401k

Assets$34.9M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMPACT HEALTH PLANS

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.5M
Covered lives780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMPACT 401(K) PLAN401k$34.9M5772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMPACT HEALTH PLANSFully InsuredBLUE CROSS OF CALIFORNIA$5.5M7802025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica