Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Other$84K
- Life$75K
- Long-term disability$39K
- +2 more
Sponsor portfolio
THE INNOVATION INSTITUTE
EIN 90-0745066hospital & health careLatest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$2.0M premiums
Participants
546
915 W. IMPERIAL HWY. STE 205 - BREA, CA 92821714-735-3750LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
- CHRISTA G AUFDEMBERG INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE INNOVATION INSTITUTE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$24.6M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE INNOVATION INSTITUTE HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE INNOVATION INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | 401k | $24.6M | 379 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE INNOVATION INSTITUTE HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.0M | 253 | 2025 |
Retirement plans
Welfare plans