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Sponsor portfolio

WOLFSDORF ROSENTHAL LLP

EIN 46-4349579-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$430K premiums
Participants
352
1416 2ND STREET - SANTA MONICA, CA 904012302310-570-4088
Plans on this EIN
2 filings
#001401k-$12.7M - 212 part#501Fully Insured-$430K - 797 lives

Benefits portfolio analytics

1 plan / $430K premiums / 797 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$282K
  • Prescription drug$254K
  • Dental$118K
  • Vision$118K
  • Short-term disability$41K
  • Life$38K
  • +1 more
Total $430K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • AMERICAN FIDELITY ASSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • RECURO HEALTH, INC.1%
Total $430K5 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • BRYSTRA INSURANCE SERVICES44%
  • DIGITAL INSURANCE LLC34%
  • BROWN & BROWN INSURANCE SERVICES17%
  • ASSURANCE AGENCY LTD5%
Total $33K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WOLFSDORF ROSENTHAL LLP PROFIT SHARING PLAN

401k

Assets$12.7M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOLFSDORF ROSENTHAL LLP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$430K
Covered lives797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOLFSDORF ROSENTHAL LLP PROFIT SHARING PLAN401k$12.7M2122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOLFSDORF ROSENTHAL LLP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$430K7972025
Retirement plans
Welfare plans
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