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Sponsor portfolio

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION

EIN 68-0240341-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$1.2M premiums
Participants
260
2890 MITCHELL DRIVE - WALNUT CREEK, CA 94598
Plans on this EIN
2 filings
#001403b-$2.0M - 150 part#501Fully Insured-$1.2M - 126 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$89K
  • Life$85K
  • Long-term disability$85K
  • Dental$58K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • HARTFORD LIFE AND ACCIDENT7%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • REUBEN WARNER ASSOCIATES, INC.6%
Total $81K2 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

JOYBOUND PEOPLE AND PETS 403(B) PLAN

403b

Assets$2.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TONY LA RUSSA ANIMAL RESCUE FOUNDATION, DBA JOYBOUND PEOPLE & PETS WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.2M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOYBOUND PEOPLE AND PETS 403(B) PLAN403b$2.0M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TONY LA RUSSA ANIMAL RESCUE FOUNDATION, DBA JOYBOUND PEOPLE & PETS WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.2M1262025
Retirement plans
Welfare plans
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