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  2. SEABREEZE MANAGEMENT COMPANY, INC.
Sponsor portfolio

SEABREEZE MANAGEMENT COMPANY, INC.

EIN 33-0467088-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$3.8M premiums
Participants
1,307
26840 ALISO VIEJO PARKWAY, STE 100 - ALISO VIEJO, CA 92656949-672-9009myseabreezemgmt.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$10.7M - 760 part#501Fully Insured-$3.8M - 749 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 749 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$658K
  • Dental$227K
  • Vision$227K
  • Life$200K
  • Short-term disability$200K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • UNITED HEALTHCARE INSURANCE COMPANY11%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $150K1 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

SEABREEZE RETIREMENT SAVINGS PLAN

401k

Assets$10.7M
Participants760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEABREEZE MANAGEMENT COMPANY WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.8M
Covered lives749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEABREEZE RETIREMENT SAVINGS PLAN401k$10.7M7602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEABREEZE MANAGEMENT COMPANY WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.8M7492025
Retirement plans
Welfare plans
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