Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.5M
- Prescription drug$9.5M
- Dental$1.1M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- +2 more
Sponsor portfolio
ALLWORTH FINANCIAL
EIN 68-0372662financial servicesLatest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$10.7M premiums
Participants
1,080
340 PALLADIO PARKWAY, SUITE 501 - FOLSOM, CA 95630916-482-2196allworthfinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.7M premiums / 1,035 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- CALIFORNIA PHYSICIANS SERVICE79%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- KAISER FOUNDATION HEALTH PLAN INC10%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
58%top
- PLANSOURCE BENEFITS ADMINISTRATION58%
- HUB INTERNATIONAL MIDWEST LIMITED42%
- LOCKTON COMPANIES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLWORTH FINANCIAL 401(K) PLAN
401k
Assets$76.7M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLWORTH FINANCIAL HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$10.7M
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLWORTH FINANCIAL 401(K) PLAN | 401k | $76.7M | 627 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLWORTH FINANCIAL HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $10.7M | 1,035 | 2025 |
Retirement plans
Welfare plans