Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.0M
- Prescription drug$13.0M
- Dental$8.2M
- Vision$8.2M
- Other$748K
- Life$671K
- +2 more
Sponsor portfolio
SARES-REGIS OPERATING COMPANY, L.P.
EIN 33-0550001real estateLatest filing 2025
Plans
2
Retirement
1
$91.5M assets
Welfare
1
$13.7M premiums
Participants
2,602
3501 JAMBOREE ROAD, SUITE 3000, NORTH TOWER - NEWPORT BEACH, CA 92660949-756-5959LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.7M premiums / 1,543 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- AETNA LIFE INSURANCE COMPANY72%
- KAISER FOUNDATION HEALTH PLAN INC22%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
95%top
- ACRISURE LLC95%
- COMPYSCH5%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SARES REGIS GROUP 401(K) PLAN
401k
Assets$91.5M
Participants1,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SARES REGIS OPERATING COMPANY, L.P. FLEXIBLE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$13.7M
Covered lives1,543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SARES REGIS GROUP 401(K) PLAN | 401k | $91.5M | 1,371 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SARES REGIS OPERATING COMPANY, L.P. FLEXIBLE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $13.7M | 1,543 | 2025 |
Retirement plans
Welfare plans