Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.2M
- Dental$107K
- Vision$107K
- Life$107K
- Other$107K
Sponsor portfolio
GOLDCO DIRECT LLC
EIN 45-3668539Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.5M premiums
Participants
292
24025 PARK SORRENTO, #210 - CALABASAS, CA 91302818-462-0652
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 182 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- CALIFORNIA PHYSICIANS SERVICE79%
- KAISER FOUNDATION HEALTH PLAN INC14%
- PRINCIPAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
62%top
- THCS INSURANCE SERVICES62%
- REUBEN WARNER ASSOCIATES, INC.24%
- FREDRICK DORON WIENER8%
- JAMES R NELLIGAN & ASSOCIATES LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GOLDCO DIRECT LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.9M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GOLDCO DIRECT LLC HEALTH AND WELFARE PLAN DECEMBER 2023
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$1.5M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOLDCO DIRECT LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.9M | 173 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOLDCO DIRECT LLC HEALTH AND WELFARE PLAN DECEMBER 2023 | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $1.5M | 182 | 2025 |
Retirement plans
Welfare plans