Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA
EIN 94-0358760Latest filing 2025
Plans
5
Retirement
2
$126.2M assets
Welfare
3
$1.7M premiums
Participants
1,034
ONE MONTGOMERY STREET, SUITE 400 - SAN FRANCISCO, CA 94104415-778-7023
Retirement portfolio analytics
2 plans aggregated / $126.2M assets / 577 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.7M premiums / 334 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$169K
- Other$166K
- Life$157K
- Long-term disability$157K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- KAISER FOUNDATION HEALTH PLAN INC78%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
- VISION SERVICE PLAN2%
- CLAREMONT EAP0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WCIRB OF CALIFORNIA RETIREMENT PLAN
TraditionalDB
Assets$71.3M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA 401(K) PLAN
401k
Assets$54.9M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA HOSPITAL SURGICAL MEDICAL PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.5M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA LIFE PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$159K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA RETIREE HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WCIRB OF CALIFORNIA RETIREMENT PLAN | TraditionalDB | $71.3M | 333 | 2024 | |
| 002 | WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA 401(K) PLAN | 401k | $54.9M | 244 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA HOSPITAL SURGICAL MEDICAL PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.5M | 167 | 2025 | |
| 501 | WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA LIFE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $159K | 167 | 2025 | |
| 505 | WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA RETIREE HRA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans