PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ELLIOTT HOMES, INC.
Sponsor portfolio

ELLIOTT HOMES, INC.

EIN 86-0368021-real estate-Latest filing 2025
Plans
3
Retirement
1
$24.1M assets
Welfare
2
$1.2M premiums
Participants
328
340 PALLADIO PARKWAY, STE 521 - FOLSOM, CA 956308775916-984-1300elliotthomes.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$24.1M - 102 part#502Mixed-$1.2M - 115 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$31K
  • Life$29K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • AETNA LIFE INSURANCE COMPANY57%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • ASSURITY LIFE INSURANCE COMPANY0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GALLAGHER BENEFIT SERVICES, INC.85%
  • SYNERGY ENROLLMENT & BENEFITS LLC15%
Total $73K2 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

H.C. ELLIOTT, INC. PROFIT SHARING PLAN

401k

Assets$24.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ELLIOTT HOMES, INC. HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ELLIOTT HOMES EMPLOYEE FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001H.C. ELLIOTT, INC. PROFIT SHARING PLAN401k$24.1M1022025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ELLIOTT HOMES, INC. HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$1.2M1152025
503ELLIOTT HOMES EMPLOYEE FLEXIBLE SPENDING PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica