Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $45.0M assets / 219 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.7M premiums / 267 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
401(k)
Fully insured - CALIFORNIA PHYSICIANS' SERVICE
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TERMINALS 401(K) SAVINGS PLAN | 401(k) | $21.9M | 106 | 2025 |
| #001 | TERMINALS MONEY PURCHASE PENSION PLAN | Money purchase | $21.3M | 99 | 2025 |
| #004 | TERMINALS LOCAL 63 OCU 401(K) SAVINGS PLAN | 401(k) | $1.9M | 14 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LBCT LLC HEALTH AND WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE | $2.7M | 267 | 2025 |