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Sponsor portfolio

APLA HEALTH & WELLNESS

EIN 84-1661910-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$3.1M premiums
Participants
865
611 SOUTH KINGSLEY DRIVE - LOS ANGELES, CA 90005213-201-1546
Plans on this EIN
2 filings
#001403b-$23.5M - 485 part#501Fully Insured-$3.1M - 368 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$286K
  • Vision$286K
  • Life$228K
  • Other$228K
  • Short-term disability$165K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • HUMANA INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • JAMES S DIETZ94%
  • REUBEN WARNER ASSOCIATES, INC.5%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $168K3 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

APLA HEALTH & WELLNESS 403(B) PLAN

403b

Assets$23.5M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APLA HEALTH & WELLNESS WRAP BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$3.1M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APLA HEALTH & WELLNESS 403(B) PLAN403b$23.5M4852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APLA HEALTH & WELLNESS WRAP BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$3.1M3682025
Retirement plans
Welfare plans
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