Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$938K
- Health$920K
- Prescription drug$920K
- Life$5K
Sponsor portfolio
HOUSING MATTERS
EIN 77-0126783individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$938K premiums
Participants
310
115 CORAL STREET - SANTA CRUZ, CA 95060831-458-6020housingmatterssc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $938K premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- CALIFORNIA CHOICE98%
- LANDMARK HEALTHPLAN1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
98%top
- NAC INSURANCE ADMINISTRATION CORPOR98%
- CALNONPROFITS INSURANCE SERVICES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS
401k
Assets$1.5M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HOUSING MATTERS WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIA CHOICE
Premiums$938K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS | 401k | $1.5M | 202 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HOUSING MATTERS WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIA CHOICE | $938K | 108 | 2025 |
Retirement plans
Welfare plans