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Sponsor portfolio

CALIFORNIA SPECIALTY PHARMACY, LLC

EIN 27-2062483-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$10.2M assets
Welfare
1
$2.8M premiums
Participants
940
12110 HADLEY STREET, SUITE B - WHITTIER, CA 90601877-602-7779csprx.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$9.7M - 547 part#003ProfitSharing-$505K - 52 part#501Fully Insured-$2.8M - 539 lives

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 599 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PHARMACY, LLC 401(K) (#001)95%
  • PROFIT SHARING PLAN (#003)5%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PHARMACY, LLC 401(K) (#001)547
  • PROFIT SHARING PLAN (#003)52
Total 599Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.2M
  • Vision$544K
  • Dental$497K
  • Life$497K
  • Short-term disability$497K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CALIFORNIA PHYSICIANS SERVICE76%
  • PRINCIPAL LIFE INSURANCE COMPANY18%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • UNIVERSITY HEALTH ALLIANCE2%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • LORI COLEMAN88%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
Total $205K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALIFORNIA SPECIALTY PHARMACY, LLC 401(K) PLAN

401k

Assets$9.7M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CALIFORNIA SPECIALTY PHARMACY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$505K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA SPECIALTY PHARMACY, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE

Premiums$2.8M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA SPECIALTY PHARMACY, LLC 401(K) PLAN401k$9.7M5472025
003CALIFORNIA SPECIALTY PHARMACY, INC. PROFIT SHARING PLANProfitSharing$505K522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA SPECIALTY PHARMACY, LLC WELFARE BENEFIT PLANFully InsuredBLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE$2.8M5392025
Retirement plans
Welfare plans
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