Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $10.2M assets / 599 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.8M premiums / 539 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.
401(k)
Profit-sharing
Fully insured - BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALIFORNIA SPECIALTY PHARMACY, LLC 401(K) PLAN | 401(k) | $9.7M | 547 | 2025 |
| #003 | CALIFORNIA SPECIALTY PHARMACY, INC. PROFIT SHARING PLAN | Profit-sharing | $505K | 52 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CALIFORNIA SPECIALTY PHARMACY, LLC WELFARE BENEFIT PLAN | Fully insured | BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | $2.8M | 539 | 2025 |