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Sponsor portfolio

ELITE EYECARE MEDICAL GROUP

EIN 77-0527227-medical practice-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$880K premiums
Participants
278
910 E. STOWELL ROAD - SANTA MARIA, CA 93454805-922-5027LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$12.1M - 152 part#501Fully Insured-$880K - 128 lives

Benefits portfolio analytics

1 plan / $880K premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$783K
  • Other$97K
  • Dental$62K
  • Life$62K
Total $880K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • AFLAC4%
Total $880K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • HUB INTERNATIONAL MIDWEST LIMITED69%
  • REUBEN WARNER ASSOCIATES, INC.19%
  • RYAN D. HICKEY4%
  • BRENDA LOREN BERNSTEIN3%
  • DREW DYLAN KACHMOR1%
  • +3 more
Total $81K8 slices

Plan deep-dives

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

ELITE EYECARE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$12.1M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELITE EYECARE MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$880K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELITE EYECARE MEDICAL GROUP 401(K) PROFIT SHARING PLAN401k$12.1M1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELITE EYECARE MEDICAL GROUP, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$880K1282025
Retirement plans
Welfare plans
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