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  2. EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP
Sponsor portfolio

EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP

EIN 33-0678874-investment management-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$3.6M premiums
Participants
1,171
4100 MACARTHUR BOULEVARD SUITE 100 - NEWPORT BEACH, CA 92660949-224-4100LinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$7.8M - 783 part#501Fully Insured-$3.6M - 388 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$2.5M
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BENEFITS AMERICA INSURANCE SERVICES93%
  • ACRISURE LLC7%
Total $153K2 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

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

401k

Assets$7.8M
Participants783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EUREKA REALTY PARTNERS, INC GROUP BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN401k$7.8M7832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EUREKA REALTY PARTNERS, INC GROUP BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.6M3882025
Retirement plans
Welfare plans
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