Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$200K
- Vision$200K
- Life$200K
- Other$200K
Sponsor portfolio
STORAGE PRO
EIN 68-0401608real estateLatest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$2.1M premiums
Participants
527
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 275 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CALIFORNIA CHOICE90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
52%top
- RELATION INSURANCE INC52%
- AMWINS24%
- RELATION INSURANCE SERVICES OF CA12%
- JAMES DISERIO11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STORAGE PRO 401(K) PLAN
401k
Assets$3.8M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STORAGEPRO MANAGEMENT HEALTH & WELFARE PLAN
Fully Insured - CAL CHOICE
Premiums$2.1M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STORAGE PRO 401(K) PLAN | 401k | $3.8M | 294 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STORAGEPRO MANAGEMENT HEALTH & WELFARE PLAN | Fully Insured | CAL CHOICE | $2.1M | 275 | 2025 |
Retirement plans
Welfare plans