PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SPECIALIZED BICYCLE COMPONENTS
Sponsor portfolio

SPECIALIZED BICYCLE COMPONENTS

EIN 88-1246434-Latest filing 2025
Plans
2
Retirement
1
$152.3M assets
Welfare
1
$2.4M premiums
Participants
1,842
15130 CONCORD CIRCLE - MORGAN HILL, CA 95037408-779-6229
Plans on this EIN
2 filings
#003401k-$152.3M - 1,193 part#505Mixed-$2.4M - 640 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 640 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.3M
  • Other$1.1M
  • Life$770K
  • Short-term disability$763K
  • Long-term disability$763K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA32%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $153K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SPECIALIZED BICYCLE COMPONENTS, INC. PROFIT SHARING PLAN

401k

Assets$152.3M
Participants1,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SPECIALIZED BICYCLE COMPONENTS HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.4M
Covered lives640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SPECIALIZED BICYCLE COMPONENTS, INC. PROFIT SHARING PLAN401k$152.3M1,1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SPECIALIZED BICYCLE COMPONENTS HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.4M6402025
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