Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - BLUE CROSS OF CALIFORNIA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | HOLLENBECK PALMS 401K PLAN | 401k | $7.2M | 213 | 2025 | |
| 006 | RETIREMENT PLAN FOR THE EMPLOYEES OF HOLLENBECK PALMS | CashBalance | $5.3M | 64 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLLENBECK PALMS WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.3M | 154 | 2025 |