PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PARTNERS INFORMATION TECHNOLOGY, INC.
Sponsor portfolio

PARTNERS INFORMATION TECHNOLOGY, INC.

EIN 45-3764514-Latest filing 2025
Plans
2
Retirement
1
$38.4M assets
Welfare
1
$1.6M premiums
Participants
555
888 SOUTH DISNEYLAND DRIVE, SUITE 500 - ANAHEIM, CA 92802714-784-0483
Plans on this EIN
2 filings
#002401k-$38.4M - 380 part#501Fully Insured-$1.6M - 260 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$98K
  • Vision$98K
  • Life$29K
  • Long-term disability$15K
  • Short-term disability$9K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • DIGITAL INSURANCE LLC72%
  • REUBEN WARNER ASSOCIATES, INC.22%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $117K3 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

CALANCE 401(K) PROFIT SHARING PLAN

401k

Assets$38.4M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNERS INFORMATION TECHNOLOGY WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.6M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CALANCE 401(K) PROFIT SHARING PLAN401k$38.4M3802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNERS INFORMATION TECHNOLOGY WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.6M2602025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica