Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$71K
- Short-term disability$50K
- Life$39K
- Vision$20K
- Other$12K
Sponsor portfolio
KATE FARMS, INC.
EIN 46-5164035Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$192K premiums
Participants
539
30 SOUTH LA PATERA LANE, SUITE 5 - GOLETA, CA 93117805-845-2446
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $192K premiums / 372 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA89%
- ANTHEM LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KATE FARMS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$14.1M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KATE FARMS
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$192K
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATE FARMS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $14.1M | 324 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KATE FARMS | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $192K | 372 | 2025 |
Retirement plans
Welfare plans