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Sponsor portfolio

ES3

EIN 33-0976413-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$86.8M assets
Welfare
1
$4.3M premiums
Participants
488
600 B STREET, 19TH FLOOR - SAN DIEGO, CA 92101619-338-0380
Plans on this EIN
2 filings
#001401k-$86.8M - 301 part#501Fully Insured-$4.3M - 499 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$180K
  • Dental$176K
  • Life$144K
  • Short-term disability$144K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA4%
  • HARTFORD LIFE AND ACCIDENT3%
  • AFLAC1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $4.3M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $152K1 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

ES3 401(K) PLAN

401k

Assets$86.8M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ES3 HEALTH & WELLNESS BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$4.3M
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ES3 401(K) PLAN401k$86.8M3012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ES3 HEALTH & WELLNESS BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$4.3M4992025
Retirement plans
Welfare plans
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