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Sponsor portfolioTH

ESSEX PORTFOLIO L.P.

EIN 77-0369575-facilities services-Latest filing 2024
Plans
2
Retirement
1
$138.2M assets
Welfare
1
$19.1M premiums
Participants
4,205
1100 PARK PLACE, SUITE 200 - SAN MATEO, CA 94403650-494-3700LinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$138.2M - 2,530 part#502Fully Insured-$19.1M - 1,724 lives

Benefits portfolio analytics

1 plan / $19.1M premiums / 1,724 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.0M
  • Prescription drug$18.0M
  • Other$917K
  • Dental$560K
  • Life$560K
  • Long-term disability$560K
  • +1 more
Total $19.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • SPRING HEALTH1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $19.1M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $381K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ESSEX PORTFOLIO L.P. 401(K) PLAN

401k

Assets$138.2M
Participants2,530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ESSEX PROPERTY TRUST, INC. CONSOLIDATED WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$19.1M
Covered lives1,724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESSEX PORTFOLIO L.P. 401(K) PLAN401k$138.2M2,5302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ESSEX PROPERTY TRUST, INC. CONSOLIDATED WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$19.1M1,7242024
Retirement plans
Welfare plans
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