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Sponsor portfolio

MISSION WEALTH MANAGEMENT, L.P.

EIN 82-3762916-financial services-Latest filing 2025
Plans
3
Retirement
2
$28.8M assets
Welfare
1
$1.6M premiums
Participants
416
1111 CHAPALA STREET, 3RD FLOOR - SANTA BARBARA, CA 93101805-882-2360missionwealthmanagement.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$23.4M - 142 part#002CashBalance-$5.4M - 95 part#501Fully Insured-$1.6M - 273 lives

Retirement portfolio analytics

2 plans aggregated / $28.8M assets / 237 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • MANAGEMENT, L.P. 401(K) (#001)81%
  • CASH BALANCE PENSION (#002)19%
Total $28.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT, L.P. 401(K) (#001)142
  • CASH BALANCE PENSION (#002)95
Total 237Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$73K
  • Life$45K
  • Short-term disability$45K
  • Long-term disability$45K
  • Vision$16K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DIGITAL INSURANCE LLC97%
  • CENTRO BENEFITS RESEARCH LLC3%
  • VARIOUS - SEE ATTACHED0%
Total $107K3 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

MISSION WEALTH MANAGEMENT, L.P. 401(K) PLAN

401k

Assets$23.4M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN

CashBalance

Assets$5.4M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MISSION WEALTH MANAGEMENT HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.6M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MISSION WEALTH MANAGEMENT, L.P. 401(K) PLAN401k$23.4M1422024
002MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLANCashBalance$5.4M952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MISSION WEALTH MANAGEMENT HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.6M2732025
Retirement plans
Welfare plans
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