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Sponsor portfolio

FIRST TO SERVE

EIN 91-2167028-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$598K assets
Welfare
1
$775K premiums
Participants
575
3580 WILSHIRE BLVD STE 1631 - LOS ANGELES, CA 900102529323-758-4670firsttoserve.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$598K - 285 part#501Fully Insured-$775K - 313 lives

Benefits portfolio analytics

1 plan / $775K premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$748K
  • Prescription drug$748K
  • Vision$24K
  • Life$24K
  • Other$24K
  • Dental$22K
Total $794K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • KAISER FOUNDATION HEALTH PLAN INC94%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • LIBERTY DENTAL PLAN OF CALIFORNIA, INC.3%
Total $794K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • PATRIOT GROWTH INSURANCE SERVICES93%
  • UNKNOWN4%
  • CENTERSTONE INSURANCE AND FINANCIAL3%
Total $42K3 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

FIRST TO SERVE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$598K
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST TO SERVE WRAP PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$775K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST TO SERVE 401(K) PROFIT SHARING PLAN & TRUST401k$598K2852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST TO SERVE WRAP PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$775K3132025
Retirement plans
Welfare plans
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