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Sponsor portfolio

CONSUMER PORTFOLIO SERVICES, INC.

EIN 33-0459135-financial services-Latest filing 2025
Plans
3
Retirement
2
$100.5M assets
Welfare
1
$13.8M premiums
Participants
2,535
19500 JAMBOREE ROAD, 6TH FLOOR - IRVINE, CA 92612949-753-6815consumerportfolio.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$78.7M - 1,190 part#003TraditionalDB-$21.8M - 397 part#501Fully Insured-$13.8M - 1,298 lives

Retirement portfolio analytics

2 plans aggregated / $100.5M assets / 1,587 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • SERVICES, INC. 401(K) (#001)78%
  • FINANCIAL CORPORATION PENSION (#003)22%
Total $100.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#001)1,190
  • FINANCIAL CORPORATION PENSION (#003)397
Total 1,587Click row to drill in

Benefits portfolio analytics

1 plan / $13.8M premiums / 1,298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.5M
  • Prescription drug$12.5M
  • Dental$452K
  • Other$294K
  • Life$274K
  • Short-term disability$146K
  • +2 more
Total $13.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA PHYSICIANS SERVICE91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $13.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $386K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONSUMER PORTFOLIO SERVICES, INC. 401(K) PLAN

401k

Assets$78.7M
Participants1,190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MFN FINANCIAL CORPORATION PENSION PLAN

TraditionalDB

Assets$21.8M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSUMER PORTFOLIO SERVICES WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$13.8M
Covered lives1,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONSUMER PORTFOLIO SERVICES, INC. 401(K) PLAN401k$78.7M1,1902025
003MFN FINANCIAL CORPORATION PENSION PLANTraditionalDB$21.8M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSUMER PORTFOLIO SERVICES WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$13.8M1,2982025
Retirement plans
Welfare plans
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