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Sponsor portfolio

MONTAGE RECOVERY SOLUTIONS, LLC

EIN 81-1009718-mental health care-Latest filing 2025
Plans
2
Retirement
1
$845K assets
Welfare
1
$504K premiums
Participants
247
17167 VENTURA BLVD. - ENCINO, CA 91364310-804-3084montagerecovery.comLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filings
#001401k-$845K - 132 part#501Fully Insured-$504K - 90 lives

Benefits portfolio analytics

1 plan / $504K premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$393K
  • Dental$103K
  • Long-term disability$5K
  • Vision$3K
Total $504K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • KASIER FOUNDATION HEALTH PLAN INC75%
  • DELTA DENTAL OF CALIFORNIA20%
  • BLUE CROSS OF CALIFORNIA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $504K5 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • JACOB SAFRIN37%
  • AMWINS26%
  • SAFRIN ASSOCIATES22%
  • DKG INSURANCE & FINANCIAL SERVICES15%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $99K5 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

MONTARE BEHAVIORAL HEALTH 401K PLAN

401k

Assets$845K
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTAGE RECOVRY SOLUTIONS LLC EMPLOYEE BENEFITS PLAN

Fully Insured - KASIER FOUNDATION HEALTH PLAN, INC.

Premiums$504K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTARE BEHAVIORAL HEALTH 401K PLAN401k$845K1322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTAGE RECOVRY SOLUTIONS LLC EMPLOYEE BENEFITS PLANFully InsuredKASIER FOUNDATION HEALTH PLAN, INC.$504K902025
Retirement plans
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