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Sponsor portfolioTH

COVENANT CARE CALIFORNIA, LLC

EIN 33-0631540-hospital & health care-Latest filing 2025
Plans
5
Retirement
1
$56.6M assets
Welfare
4
$7.0M premiums
Participants
7,094
120 VANTIS DRIVE, SUITE 200 - ALISO VIEJO, CA 926562677949-349-1200LinkedIn1-10 employeeshospital & health care
Plans on this EIN
5 filings
#001401k-$56.6M - 1,192 part#514Fully Insured-$5.7M - 886 lives#511Fully Insured-$912K - 2,668 lives#513Fully Insured-$232K - 3,084 lives#505Fully Insured-$76K - 89 lives

Benefits portfolio analytics

4 plans / $7.0M premiums / 6,727 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Dental$912K
  • Vision$874K
  • Other$267K
  • Life$232K
  • +2 more
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • KAISER FOUNDATION HEALTH PLAN INC80%
  • AMERITAS LIFE INSURANCE CORP.13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $7.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • AON CONSULTING INC5%
Total $245K2 slices

Plan deep-dives

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

COVENANT CARE 401(K) PLAN

401k

Assets$56.6M
Participants1,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

COVENANT CARE CALIFORNIA, LLC EMPLOYEE HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$5.7M
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

COVENANT CARE CALIFORNIA, LLC EMPLOYEE DENTAL AND VISION PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$912K
Covered lives2,668
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

COVENANT CARE CALIFORNIA, LLC EMPLOYEE LIFE AND AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$232K
Covered lives3,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

COVENANT CARE CALIFORNIA, LLC DISABILITY BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$76K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COVENANT CARE 401(K) PLAN401k$56.6M1,1922025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
514COVENANT CARE CALIFORNIA, LLC EMPLOYEE HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$5.7M8862025
511COVENANT CARE CALIFORNIA, LLC EMPLOYEE DENTAL AND VISION PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$912K2,6682025
513COVENANT CARE CALIFORNIA, LLC EMPLOYEE LIFE AND AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$232K3,0842025
505COVENANT CARE CALIFORNIA, LLC DISABILITY BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$76K892025
Retirement plans
Welfare plans
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