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Sponsor portfolio

AMERICARE HEALTH & RETIREMENT, INC.

EIN 33-0062797-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.2M premiums
Participants
645
140 LOMAS SANTA FE DRIVE, SUITE 103 - SOLANA BEACH, CA 92075858-792-0696americarehr.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$4.8M - 364 part#501Fully Insured-$1.2M - 319 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$95K
  • Dental$62K
  • Vision$62K
  • Life$13K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • AFLAC2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • VARIOUS - SEE ATTACHED6%
Total $58K2 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

AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.8M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICARE HEALTH & RETIREMENT, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.2M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN401k$4.8M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICARE HEALTH & RETIREMENT, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.2M3192025
Retirement plans
Welfare plans
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