Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Prescription drug$2.7M
- Dental$337K
- Vision$337K
- Life$337K
- Short-term disability$337K
- +1 more
Sponsor portfolio
CHARLES ABBOTT ASSOCIATES, INC.
EIN 33-0053899government administrationLatest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$3.1M premiums
Participants
441
27201 PUERTA REAL, SUITE 200 - MISSION VIEJO, CA 92691949-367-2850caaprofessionals.comLinkedIn51-200 employeesgovernment administration
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- STANDARD INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$30.8M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARLES ABBOTT ASSOCIATES, INC. WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $30.8M | 259 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARLES ABBOTT ASSOCIATES, INC. WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 180 | 2025 |
Retirement plans
Welfare plans