Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Life$1.2M
- Long-term disability$1.2M
- Other$1.2M
- Prescription drug$528K
- Dental$179K
- +1 more
Sponsor portfolio
SWEET JAMES
EIN 84-4229416law practiceLatest filing 2025
Plans
2
Retirement
1
$289K assets
Welfare
1
$1.9M premiums
Participants
544
4220 VON KARMAN AVENUE, SUITE 200 - NEWPORT BEACH, CA 92660949-561-1561sweetjames.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- UNITEDHEALTHCARE INSURANCE COMPANY63%
- KAISER FOUNDATION HEALTH PLAN INC27%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
72%top
- ABD INS. AND FINANCIAL SVCS., INC.72%
- REUBEN WARNER ASSOCIATES, INC.28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWEET JAMES 401(K) PLAN
401k
Assets$289K
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWEET JAMES HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWEET JAMES 401(K) PLAN | 401k | $289K | 250 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWEET JAMES HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 235 | 2025 |
Retirement plans
Welfare plans