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Sponsor portfolio

EO PRODUCTS, LLC

EIN 85-1502784-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$1.1M premiums
Participants
266
90 WINDWARD WAY - SAN RAFAEL, CA 94901415-945-1900eoproducts.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$5.5M - 144 part#502Mixed-$1.1M - 107 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$71K
  • Life$63K
  • Long-term disability$63K
  • Vision$8K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • CALIFORNIA PHYSICIANS SERVICE32%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • VITA INSURANCE ASSOCIATES, INC.99%
  • LAURA RUNYEON0%
  • ALAYNE MATA0%
  • DARRYL W VIDOR0%
  • GRAND GUILLORY0%
  • +3 more
Total $42K8 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

EO PRODUCTS, LLC 401(K) PLAN

401k

Assets$5.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EO PRODUCTS EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EO PRODUCTS, LLC 401(K) PLAN401k$5.5M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EO PRODUCTS EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.1M1072025
Retirement plans
Welfare plans
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