Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$208K
- Life$164K
- Short-term disability$164K
- Long-term disability$164K
Sponsor portfolio
SANTA CRUZ BICYCLES, INC.
EIN 77-0409360sporting goodsLatest filing 2024
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$208K premiums
Participants
583
2841 MISSION STREET - SANTA CRUZ, CA 95060831-459-7560santacruzbicycles.comLinkedIn201-500 employeessporting goods
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $208K premiums / 259 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
84%top
- HUB INTERNATIONAL MIDWEST LIMITED84%
- MS BENEFITS16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SANTA CRUZ BICYCLES 401(K) PLAN
401k
Assets$22.5M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SANTA CRUZ BICYCLES WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$208K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA CRUZ BICYCLES 401(K) PLAN | 401k | $22.5M | 377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANTA CRUZ BICYCLES WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $208K | 259 | 2024 |
Retirement plans
Welfare plans