Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Vision$2.2M
- Prescription drug$2.2M
- Long-term disability$67K
- Life$54K
- +1 more
Sponsor portfolio
RANCHO VALENCIA RESORT PARTNERS, LLC
EIN 27-2180344Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$2.3M premiums
Participants
822
5921 VALENCIA CIRCLE - RANCHO SANTA FE, CA 92067858-756-1123
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- ANTHEM LIFE INSURANCE COMPANY3%
- MEDIEXCEL HEALTH PLAN2%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- BROOKS JUCHA & ASSOCIATES98%
- CENTERSTONE INSURANCE AND FINANCIAL1%
- PATRIOT GROWTH INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RANCHO VALENCIA RESORT & SPA 401(K) PLAN
401k
Assets$10.1M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RANCHO VALENCIA RESORT PARTNERS, LLC
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.3M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RANCHO VALENCIA RESORT & SPA 401(K) PLAN | 401k | $10.1M | 524 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RANCHO VALENCIA RESORT PARTNERS, LLC | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.3M | 298 | 2025 |
Retirement plans
Welfare plans