Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$379K
- Prescription drug$340K
- Dental$19K
- Vision$19K
- Other$6K
- Short-term disability$5K
- +2 more
Sponsor portfolio
U.S. CAD HOLDINGS, LLC
EIN 82-1676628Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$413K premiums
Participants
334
18831 BARDEEN AVE, #200 - IRVINE, CA 92612877-648-7223
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $413K premiums / 149 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- KAISER FOUNDATION HEALTH PLAN INC9%
- ANTHEM LIFE INSURANCE COMPANY5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
60%top
- HILB GROUP OF NEW ENGLAND60%
- EDGEWOOD PARTNERS INSURANCE CENTER39%
- KLD INSURANCE BENEFITS INC1%
- DANA MARIE MOWATT0%
- C ADAMS VOLK0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
U.S. CAD 401(K) PLAN
401k
Assets$9.8M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
U.S. CAD HOLDINGS, LLC
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$413K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | U.S. CAD 401(K) PLAN | 401k | $9.8M | 185 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | U.S. CAD HOLDINGS, LLC | Fully Insured | BLUE CROSS OF CALIFORNIA | $413K | 149 | 2025 |
Retirement plans
Welfare plans