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Sponsor portfolio

THE LIBERTY COMPANY INSURANCE BROKERS, LLC

EIN 27-0063026-insurance-Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$12.6M premiums
Participants
1,580
5955 DE SOTO AVENUE, SUITE 250 - WOODLAND HILLS, CA 91367818-914-3960libertybenefit.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$29.9M - 836 part#501Fully Insured-$12.6M - 1,477 lives

Benefits portfolio analytics

1 plan / $12.6M premiums / 1,477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Prescription drug$11.2M
  • Life$711K
  • Short-term disability$711K
  • Long-term disability$711K
  • Other$711K
  • +2 more
Total $12.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $12.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LIBERTY COMPANY INSURANCE BROKERS100%
Total $76K1 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

THE LIBERTY COMPANY 401(K) PLAN

401k

Assets$29.9M
Participants836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LIBERTY COMPANY INSURANCE BROKERS WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$12.6M
Covered lives1,477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LIBERTY COMPANY 401(K) PLAN401k$29.9M8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LIBERTY COMPANY INSURANCE BROKERS WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$12.6M1,4772025
Retirement plans
Welfare plans
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