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Sponsor portfolio

ACES 2020, LLC

EIN 33-0883047-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$7.6M premiums
Participants
2,039
PO BOX 33568 - SAN DIEGO, CA 92163951-222-1155
Plans on this EIN
2 filings
#002401k-$13.9M - 1,313 part#501Fully Insured-$7.6M - 718 lives

Benefits portfolio analytics

1 plan / $7.6M premiums / 718 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Prescription drug$6.5M
  • Dental$849K
  • Vision$436K
  • Other$292K
  • Life$275K
  • +2 more
Total $7.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • +1 more
Total $7.6M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $463K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ACES 401(K) PLAN

401k

Assets$13.9M
Participants1,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACES 2020, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$7.6M
Covered lives718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACES 401(K) PLAN401k$13.9M1,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACES 2020, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$7.6M7182025
Retirement plans
Welfare plans
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