Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Prescription drug$6.0M
- Life$154K
- Other$126K
- Short-term disability$105K
- Long-term disability$87K
- +2 more
Sponsor portfolio
LERETA, LLC
EIN 27-0800873financial servicesLatest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$6.6M premiums
Participants
1,188
901 CORPORATE CENTER DR - POMONA, CA 91768626-667-1468lereta.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 660 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CALIFORNIA PHYSICIANS SERVICE91%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- KAISER FOUNDATION HEALTH PLAN INC1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
83%top
- IMA, INC.83%
- HUB INTERNATIONAL MIDWEST LIMITED17%
- BRIAN SANDERSON0%
- STEVE BAKER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LERETA, LLC 401(K) PLAN
401k
Assets$38.8M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LERETA, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$6.6M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LERETA, LLC 401(K) PLAN | 401k | $38.8M | 608 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LERETA, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $6.6M | 660 | 2025 |
Retirement plans
Welfare plans