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Sponsor portfolio

LIFE GENERATIONS HEALTHCARE

EIN 33-0838455-Latest filing 2025
Plans
2
Retirement
1
$64.9M assets
Welfare
1
$13.9M premiums
Participants
6,335
6 HUTTON CENTRE DRIVE, SUITE 400 - SANTA ANA, CA 92707714-241-5600
Plans on this EIN
2 filings
#001401k-$64.9M - 4,675 part#502Fully Insured-$13.9M - 1,688 lives

Benefits portfolio analytics

1 plan / $13.9M premiums / 1,688 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.4M
  • Prescription drug$11.4M
  • Dental$1.4M
  • Other$935K
  • Life$691K
  • Short-term disability$691K
  • +2 more
Total $13.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • KAISER FOUNDATION HEALTH PLAN INC81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $13.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $434K1 slice

Plan deep-dives

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

GENERATIONS HEALTHCARE, LLC 401(K) PLAN

401k

Assets$64.9M
Participants4,675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIFE GENERATIONS HEALTHCARE WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$13.9M
Covered lives1,688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENERATIONS HEALTHCARE, LLC 401(K) PLAN401k$64.9M4,6752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LIFE GENERATIONS HEALTHCARE WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$13.9M1,6882025
Retirement plans
Welfare plans
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