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Sponsor portfolio

GARDEN COMMUNITIES

EIN 33-0662624-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$2.2M premiums
Participants
754
9110 JUDICIAL DR - SAN DIEGO, CA 921226711858-558-9573gardencommunitiesca.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.6M - 341 part#501Mixed-$2.2M - 413 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$822K
  • Dental$822K
  • Vision$822K
  • Other$101K
  • Life$9K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • DKG INS & FINANCIAL SERV INC.46%
  • CENTERSTONE INSURANCE AND FINANCIAL39%
  • ASD INSURANCE AND FINANCIAL SERVICE15%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $147K4 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

GARDEN COMMUNITIES 401(K) SAVINGS PLAN

401k

Assets$2.6M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GARDEN COMMUNITIES WELFARE BENEFITS PLAN

Mixed - AETNA HEALTH INC

Premiums$2.2M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GARDEN COMMUNITIES 401(K) SAVINGS PLAN401k$2.6M3412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GARDEN COMMUNITIES WELFARE BENEFITS PLANMixedAETNA HEALTH INC$2.2M4132024
Retirement plans
Welfare plans
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