Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$87K
- Vision$81K
- Other$61K
- Life$60K
- +2 more
Sponsor portfolio
THE RESIDENTIALIST GROUP
EIN 33-0969912Latest filing 2025
Plans
2
Retirement
1
$559K assets
Welfare
1
$2.1M premiums
Participants
160
3800 KILROY AIRPORT WAY, SUITE 270 - LONG BEACH, CA 90806562-637-1231residentialistgroup.comLinkedIn51-200 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- AETNA LIFE INSURANCE COMPANY77%
- KAISER FOUNDATION HEALTH PLAN INC16%
- RELIANCE STANDARD LIFE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
74%top
- VITA INSURANCE ASSOCIATES, INC.74%
- BROWN & BROWN INSURANCE SERVICES14%
- GIS BENEFITS INC7%
- BOON CHAPMAN BENEFIT ADMINISTRATORS6%
- THE BALDWIN GROUP WEST LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#100
RESIDENTIALIST GROUP INC 401K PLAN
401k
Assets$559K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE RESIDENTIALIST GROUP EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA
Premiums$2.1M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 100 | RESIDENTIALIST GROUP INC 401K PLAN | 401k | $559K | 21 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE RESIDENTIALIST GROUP EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA | $2.1M | 123 | 2025 |
Retirement plans
Welfare plans