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Sponsor portfolio

CRITERIA CORP

EIN 37-1517042-computer software-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$1.8M premiums
Participants
257
750 N SAN VICENTE, SUITE 800W - WEST HOLLYWOOD, CA 90069310-278-8649criteriacorp.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#002401k-$9.1M - 139 part#501Fully Insured-$1.8M - 226 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$1.6M
  • Dental$155K
  • Vision$155K
  • Life$155K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ROBERT HOTALING72%
  • DIGITAL INSURANCE LLC18%
  • AMWINS6%
  • CENTRO BENEFITS RESEARCH LLC2%
  • NEW CHARTERS LLC1%
  • +1 more
Total $87K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CRITERIA CORP 401(K) PLAN

401k

Assets$9.1M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRITERIA CORPORATION HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.8M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CRITERIA CORP 401(K) PLAN401k$9.1M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRITERIA CORPORATION HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.8M2262025
Retirement plans
Welfare plans
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