Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.2M
- Health$1.1M
- Prescription drug$1.1M
- Life$98K
- Short-term disability$98K
- Long-term disability$98K
- +2 more
Sponsor portfolio
HEALTH ADVOCATES, LLC
EIN 68-0587145financial servicesLatest filing 2025
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$1.3M premiums
Participants
412
21540 PLUMMER STREET, SUITE B - CHATSWORTH, CA 91311818-461-5877LinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 194 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- KAISER FOUNDATION HEALTH PLAN INC87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
97%top
- GALLAGHER BENEFIT SERVICES, INC.97%
- DIGITAL INSURANCE LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTH ADVOCATES 401(K) PLAN
401k
Assets$15.4M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH ADVOCATES, LLC AND LEIBOVIC LAW GROUP, LLP HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTH ADVOCATES 401(K) PLAN | 401k | $15.4M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH ADVOCATES, LLC AND LEIBOVIC LAW GROUP, LLP HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 194 | 2025 |
Retirement plans
Welfare plans