Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$809K
- Vision$665K
- Other$182K
- Life$26K
Sponsor portfolio
CRM CO LLC
EIN 33-0789200ManufacturingLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$1.2M premiums
Participants
265
1301 DOVE STREET, SUITE 940 - NEWPORT BEACH, CA 90220949-263-9100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- AETNA LIFE INSURANCE COMPANY73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- CDPHP12%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
64%top
- ALLIANT INSURANCE SERVICES, INC.64%
- VARIOUS - SEE ATTACHED36%
- VAROIUS - SEE ATTACHMENT0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CRM CO LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.3M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CRM CO LLC HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRM CO LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.3M | 92 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CRM CO LLC HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.2M | 150 | 2025 |
Retirement plans
Welfare plans