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  2. INTERIOR OFFICE SOLUTIONS, INC.
Sponsor portfolioTH

INTERIOR OFFICE SOLUTIONS, INC.

EIN 33-0894213-furniture-Latest filing 2025
Plans
3
Retirement
2
$10.3M assets
Welfare
1
$1.4M premiums
Participants
332
17800 MITCHELL NORTH - IRVINE, CA 92614949-724-9444interiorofficesolutions.comLinkedIn51-200 employeesfurniture
Plans on this EIN
3 filings
#001401k-$7.9M - 174 part#002401k-$2.5M - 14 part#501Fully Insured-$1.4M - 209 lives

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 188 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PROFIT SHARING PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $10.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY76%
  • (Not disclosed)24%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)174
  • PROFIT SHARING PLAN (#002)14
Total 188Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$106K
  • Vision$102K
  • Other$61K
  • Life$43K
  • Short-term disability$36K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • TRUSTMARK INSURANCE COMPANY2%
  • +2 more
Total $1.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • JERRY W VAN NESS61%
  • BROWN & BROWN INSURANCE SERVICES22%
  • BENEFITSPRO INC14%
  • BRANDON PENKO3%
Total $103K4 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

INTERIOR OFFICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.9M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTERIOR OFFICE SOLUTIONS, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

401k

Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERIOR OFFICE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.4M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTERIOR OFFICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN401k$7.9M1742024
002INTERIOR OFFICE SOLUTIONS, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN401k$2.5M142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERIOR OFFICE SOLUTIONS, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.4M2092025
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