Assets by plan
Share of aggregate retirement assets
- FOR HOURLY EE (#001)$2.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $22.6M assets / 379 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.7M premiums / 428 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - CALIFORNIA PHYSICIANS SERVICE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VENTURA COASTAL, LLC. 401(K) SAVINGS PLAN | 401(k) | $20.6M | 242 | 2025 |
| #001 | VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE | 401(k) | $2.0M | 137 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VENTURA COASTAL, LLC HEALTH AND WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $2.7M | 428 | 2025 |