Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.6M
- Health$1.5M
- Vision$133K
- Life$133K
- Other$133K
Sponsor portfolio
INTERIM, INCORPORATED
EIN 51-0159122mental health careLatest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$1.6M premiums
Participants
469
604 PEARL STREET - MONTEREY, CA 93940831-649-4522interiminc.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- ANTHEM LIFE INSURANCE COMPANY92%
- HUMANA INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
98%top
- MICHAEL B KELLY INSURANCE SERVICES98%
- JAMES D. PIRKLE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERIM, INCORPORATED 403(B) PLAN
403b
Assets$15.2M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERIM INCORPORATED HEALTH & WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$1.6M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERIM, INCORPORATED 403(B) PLAN | 403b | $15.2M | 333 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERIM INCORPORATED HEALTH & WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS | $1.6M | 188 | 2025 |
Retirement plans
Welfare plans