Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$575K
- Prescription drug$575K
- Dental$111K
- Vision$105K
- Life$105K
- Short-term disability$105K
- +1 more
Sponsor portfolio
FERRY INTERNATIONAL, LLC DBA TOM FERRY
EIN 81-3972576Retail TradeLatest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$686K premiums
Participants
229
6 HUTTON CENTRE DR, SUITE 700 - SANTA ANA, CA 92707949-299-3057
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $686K premiums / 97 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- CALIFORNIA PHYSICIANS SERVICE84%
- PRINCIPAL LIFE INSURANCE COMPANY15%
- HUMANA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
68%top
- TAX & FINANCIAL GROUP BENEFITS68%
- AMWINS32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOM FERRY 401(K) PLAN
401k
Assets$6.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOM FERRY WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$686K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOM FERRY 401(K) PLAN | 401k | $6.1M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOM FERRY WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $686K | 97 | 2025 |
Retirement plans
Welfare plans