Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$334K
- Dental$268K
- Life$268K
- Long-term disability$268K
- Vision$43K
Sponsor portfolio
ACTION PROPERTY MANAGEMENT, INC.
EIN 33-0053937real estateLatest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$376K premiums
Participants
1,634
320 COMMERCE, SUITE 200 - IRVINE, CA 92602949-450-0202actionlife.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $376K premiums / 843 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- METROPOLITAN LIFE INSURANCE COMPANY73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- VISION SERVICE PLAN11%
Broker market share
Schedule A broker compensation
74%top
- USI INSURANCE SERVICES LLC74%
- JB CREATIVE SOLUTIONS LLC18%
- MICHAEL F FAHEY III5%
- DAVID A. RACKLIFFE2%
- JENNIFER AURORA RAMIREZ0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN
401k
Assets$19.3M
Participants967
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACTION PROPERTY MANAGEMENT WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$376K
Covered lives843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN | 401k | $19.3M | 967 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACTION PROPERTY MANAGEMENT WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $376K | 843 | 2025 |
Retirement plans
Welfare plans