Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Prescription drug$4.1M
- Dental$399K
- Other$363K
- Vision$360K
- Life$360K
- +2 more
Sponsor portfolioTH
OJAI VALLEY INN AND SPA
EIN 37-1472460online mediaLatest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$4.5M premiums
Participants
1,727
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 895 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- CALIFORNIA PHYSICIANS SERVICE83%
- KAISER FOUNDATION HEALTH PLAN INC8%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OJAI VALLEY INN 401(K) SAVINGS PLAN
401k
Assets$18.7M
Participants1,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OJAI VALLEY INN AND SPA HEALTH AND BENEFITS WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$4.5M
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OJAI VALLEY INN 401(K) SAVINGS PLAN | 401k | $18.7M | 1,018 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OJAI VALLEY INN AND SPA HEALTH AND BENEFITS WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $4.5M | 895 | 2025 |
Retirement plans
Welfare plans