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Sponsor portfolio

SERVICE CHAMPIONS, INC.

EIN 33-0896958-Latest filing 2025
Plans
3
Retirement
2
$58.8M assets
Welfare
1
$11.9M premiums
Participants
4,857
1800 EAST IMPERIAL HIGHWAY, SUITE 145 - BREA, CA 92821714-777-7777
Plans on this EIN
3 filings
#003401k-$42.1M - 1,836 part#004401k-$16.8M - 750 part#501Fully Insured-$11.9M - 2,465 lives

Retirement portfolio analytics

2 plans aggregated / $58.8M assets / 2,586 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CHAMPIONS GROUP 401(K) (#003)71%
  • SAFE HARBOR PLAN (#004)29%
Total $58.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHAMPIONS GROUP 401(K) (#003)1,836
  • SAFE HARBOR PLAN (#004)750
Total 2,586Click row to drill in

Benefits portfolio analytics

1 plan / $11.9M premiums / 2,465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.4M
  • Prescription drug$11.4M
  • Dental$5.1M
  • Vision$5.1M
  • Life$526K
  • Short-term disability$526K
  • +2 more
Total $11.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $11.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • USI INSURANCE SERVICES LLC6%
Total $218K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CHAMPIONS GROUP 401(K) PLAN

401k

Assets$42.1M
Participants1,836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CHAMPIONS GROUP 401(K) SAFE HARBOR PLAN

401k

Assets$16.8M
Participants750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERVICE CHAMPIONS, INC. GROUP HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$11.9M
Covered lives2,465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CHAMPIONS GROUP 401(K) PLAN401k$42.1M1,8362024
004CHAMPIONS GROUP 401(K) SAFE HARBOR PLAN401k$16.8M7502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERVICE CHAMPIONS, INC. GROUP HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$11.9M2,4652025
Retirement plans
Welfare plans
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