Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$116K
- Vision$116K
- Other$52K
- Life$20K
Sponsor portfolio
CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE
EIN 33-0161177non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$1.6M premiums
Participants
807
23442 EL TORO ROAD - LAKE FOREST, CA 92630949-472-4700casapacifica.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 320 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- AETNA LIFE INSURANCE COMPANY99%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASA PACIFICA 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$4.2M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CASA PACIFICA EMPLOYEE BENEFIT PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA INC
Premiums$1.6M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASA PACIFICA 401(K) RETIREMENT SAVINGS PLAN | 401k | $4.2M | 487 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CASA PACIFICA EMPLOYEE BENEFIT PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA INC | $1.6M | 320 | 2025 |
Retirement plans
Welfare plans