Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$208K
- Vision$132K
- Other$107K
- Life$83K
- +2 more
Sponsor portfolio
HAPPY MONEY, INC.
EIN 26-4419538financial servicesLatest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$1.9M premiums
Participants
416
21515 HAWTHORNE BLVD., SUITE 200 - TORRANCE, CA 90503949-460-0630happymoney.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 277 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- ANTHEM LIFE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
- PLANSOURCE BENEFIT ADMINISTRATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAPPY MONEY 401(K) PLAN
401k
Assets$17.0M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HAPPY MONEY WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.9M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAPPY MONEY 401(K) PLAN | 401k | $17.0M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAPPY MONEY WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.9M | 277 | 2025 |
Retirement plans
Welfare plans