PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SETHI MANAGEMENT, INC.
Sponsor portfolio

SETHI MANAGEMENT, INC.

EIN 27-0540217-hospitality-Latest filing 2025
Plans
2
Retirement
1
$855K assets
Welfare
1
$73K premiums
Participants
438
6156 INNOVATION WAY - CARLSBAD, CA 92009760-652-4010sethimanagement.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001401k-$855K - 320 part#501Fully Insured-$73K - 125 lives

Benefits portfolio analytics

1 plan / $73K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$45K
  • Health$24K
  • Prescription drug$24K
  • Life$4K
  • Other$4K
Total $73K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • PREMIER ACCESS INSURANCE COMPANY62%
  • SIMNSA33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $73K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES G. PARKER INSURANCE100%
Total $6K1 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

SETHI MANAGEMENT, INC. 401(K) PLAN

401k

Assets$855K
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SETHI MANAGEMENT INC HEALTH PLAN

Fully Insured - PREMIER ACCESS INSURANCE COMPANY

Premiums$73K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SETHI MANAGEMENT, INC. 401(K) PLAN401k$855K3202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SETHI MANAGEMENT INC HEALTH PLANFully InsuredPREMIER ACCESS INSURANCE COMPANY$73K1252025
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