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Sponsor portfolio

FPI MANAGEMENT

EIN 68-0217638-real estate-Latest filing 2025
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$42.4M premiums
Participants
9,017
800 IRON POINT ROAD - FOLSOM, CA 95630916-357-5300fpimgt.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#002401k-$23.2M - 4,448 part#501Fully Insured-$42.4M - 6,028 lives

Benefits portfolio analytics

1 plan / $42.4M premiums / 6,028 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$39.8M
  • Health$39.6M
  • Prescription drug$39.6M
  • Dental$2.6M
  • Vision$2.6M
  • Life$203K
  • +2 more
Total $42.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
Total $42.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • EOI SERVICE COMPANY INC1%
Total $1.5M2 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

FPI MANAGEMENT, INC. 401(K) PLAN

401k

Assets$23.2M
Participants4,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FPI MANAGEMENT HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$42.4M
Covered lives6,028
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FPI MANAGEMENT, INC. 401(K) PLAN401k$23.2M4,4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FPI MANAGEMENT HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$42.4M6,0282025
Retirement plans
Welfare plans
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