Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INCLUSIVE EDUCATION AND COMMUNITY PARTNERSHIP
EIN 27-0039995Latest filing 2025
Plans
3
Retirement
2
$8.4M assets
Welfare
1
$1.2M premiums
Participants
815
2323 ROOSEVELT BOULEVARD, SUITE 3 - OXNARD, CA 93035805-985-4808
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 703 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- (Not disclosed)54%
- PAYCHEX, INC.46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 170 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Prescription drug$1.2M
- Vision$18K
- Life$15K
- Other$15K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- EYEMED VISION CARE1%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
- MCCAREY INC0%
- ANDREA MARIE TIERCE0%
- R & B ENROLLMENT SERVICES INC0%
- DANA MARIE MOWATT0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
IECP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.6M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.8M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIP
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.2M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IECP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.6M | 337 | 2024 | |
| 001 | INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.8M | 366 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIP | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.2M | 170 | 2025 |
Retirement plans
Welfare plans