Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$2.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $32.9M assets / 790 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.2M premiums / 170 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BLUE CROSS OF CALIFORNIA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | IECP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.1M | 378 | 2025 |
| #001 | INCLUSIVE EDUCATION AND COMMUNITY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $2.8M | 412 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIP | Fully insured | BLUE CROSS OF CALIFORNIA | $1.2M | 170 | 2025 |