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Sponsor portfolio

AKUA BEHAVIORAL HEALTH, INC. DBA AKUA MIND & BODY

EIN 46-5204199-medical practice-Latest filing 2025
Plans
2
Retirement
1
$246K assets
Welfare
1
$778K premiums
Participants
449
20271 SOUTHWEST BIRCH STREET, #200 - NEWPORT BEACH, CA 92660949-328-8945LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002ESOP-$246K - 282 part#501Fully Insured-$778K - 167 lives

Benefits portfolio analytics

1 plan / $778K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$725K
  • Prescription drug$464K
  • Dental$54K
  • Vision$54K
  • Life$54K
Total $778K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $778K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • BROWN & BROWN INSURANCE SERVICES16%
Total $56K2 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

AKUA BEHAVIORAL HEALTH, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$246K
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AKUA BEHAVIORAL HEALTH, INC. WRAP BENEFIT PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$778K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AKUA BEHAVIORAL HEALTH, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$246K2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AKUA BEHAVIORAL HEALTH, INC. WRAP BENEFIT PLANFully InsuredBLUE SHIELD OF CALIFORNIA$778K1672025
Retirement plans
Welfare plans
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