Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$302K
- Dental$210K
- Vision$210K
- Life$91K
- +2 more
Sponsor portfolio
CONSOLIDATED ANALYTICS
EIN 80-0324447financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$2.8M premiums
Participants
539
1 MACARTHUR PLACE, SUITE 100 - SANTA ANA, CA 92707949-988-7230consolidatedanalytics.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- ANTHEM LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONSOLIDATED ANALYTICS, INC. 401(K) PLAN
401k
Assets$8.6M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONSOLIDATED ANALYTICS HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.8M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONSOLIDATED ANALYTICS, INC. 401(K) PLAN | 401k | $8.6M | 268 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONSOLIDATED ANALYTICS HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.8M | 270 | 2025 |
Retirement plans
Welfare plans