Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$436K
- Vision$436K
- Other$82K
- Life$44K
- +2 more
Sponsor portfolio
FIRST TEAM REAL ESTATE - ORANGE COUNTY
EIN 33-0311423Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$1.3M premiums
Participants
510
4 CORPORATE PLAZA, SUITE 100 - NEWPORT BEACH, CA 92660949-988-3011
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
90%top
- SUPERIOR INSURANCE PARTNERS LLC90%
- MARC JACOBSON9%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST TEAM FOC 401(K) PLAN
401k
Assets$16.3M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIRST TEAM REAL ESTATE - ORANGE COUNTY EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA HEATH, INC.
Premiums$1.3M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST TEAM FOC 401(K) PLAN | 401k | $16.3M | 291 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIRST TEAM REAL ESTATE - ORANGE COUNTY EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA HEATH, INC. | $1.3M | 315 | 2025 |
Retirement plans
Welfare plans