Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Other$1.4M
Filings through .
Fernandez Holdings, Inc.
EIN 27-5560752investment managementLatest filing 2025
Plans
3
Retirement
1
$138.1M assets
Health & Benefits
2
$1.4M premiums
Participants
7,741
1029 N SWARTHMORE AVE - PACIFIC PALISADES, CA 90272310-571-1207fernandezholdings.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.4M premiums / 3,270 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FERNANDEZ HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$138.1M
Participants3,495
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FERNANDEZ HOLDINGS, INC. WELFARE BENEFITS PLAN
Fully insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives3,270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
FERNANDEZ HOLDINGS HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FERNANDEZ HOLDINGS, INC. 401(K) PLAN | 401(k) | $138.1M | 3,495 | 2025 |
- #001 · 401(k) · 20253,495
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FERNANDEZ HOLDINGS, INC. WELFARE BENEFITS PLAN | Fully insured | RELIASTAR LIFE INSURANCE COMPANY | $1.4M | 3,270 | 2025 |
| #502 | FERNANDEZ HOLDINGS HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · RELIASTAR LIFE INSURANCE COMPANY · 20253,270
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans