Sponsor portfolio

STRADLING YOCCA CARLSON & RAUTH LLP

EIN 93-4299738law practiceLatest filing 2025

Plans

Retirement

$2.5M assets

Welfare

$3.0M premiums

Participants

250

660 NEWPORT CENTER DRIVE, SUITE 1600 - NEWPORT BEACH, CA 92660949-725-4134stradlinglaw.comLinkedIn51-200 employeeslaw practice

Plans on this EIN

2 filings

#005CashBalance-$2.5M - 55 part #501Fully Insured-$3.0M - 262 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.4M
Prescription drug$2.4M
Other$365K
Life$354K
Short-term disability$316K
Long-term disability$316K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

82%top

CALIFORNIA PHYSICIANS SERVICE82%
UNUM LIFE INSURANCE COMPANY OF AMERICA12%
METROPOLITAN LIFE INSURANCE COMPANY5%
EYEMED VISION CARE1%
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%

Broker market share

Schedule A broker compensation

Split broker

83%top

ACRISURE LLC83%
GROUP BENEFITS LTD14%
AACRISURE WEST INSURANCE SERVICES2%
JOHNSON RESOURCES1%

Plan deep-dives

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

Retirement#005

2024 SYCR CASH BALANCE PLAN

CashBalance

Assets$2.5M

Participants55

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501