Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$149K
- Other$65K
- Long-term disability$59K
- Life$37K
Sponsor portfolio
TOWARD MAXIMUM INDEPENDENCE
EIN 33-0185759non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$1.8M premiums
Participants
797
4740 MURPHY CANYON ROAD SUITE 300 - SAN DIEGO, CA 92123619-929-5872tmi-inc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 359 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- ANTHEM LIFE INSURANCE COMPANY8%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
TOWARD MAXIMUM INDEPENDENCE 401(K) PLAN
401k
Assets$12.0M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TOWARD MAXIMUM INDEPENDENCE WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.8M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOWARD MAXIMUM INDEPENDENCE 401(K) PLAN | 401k | $12.0M | 436 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TOWARD MAXIMUM INDEPENDENCE WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.8M | 359 | 2025 |
Retirement plans
Welfare plans