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Sponsor portfolio

SURPLUS LINE ASSOCIATION OF CALIFORNIA

EIN 94-0912095-insurance-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$3.7M premiums
Participants
427
12667 ALCOSTA BOULEVARD, SUITE 450 - SAN RAMON, CA 94583415-434-4900slacal.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401k-$19.2M - 211 part#501Fully Insured-$3.7M - 415 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$204K
  • Life$85K
  • Other$85K
  • Long-term disability$49K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CALIFORNIA PHYSICIANS SERVICE65%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • STANDARD INSURANCE COMPANY10%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $219K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SURPLUS LINE ASSOCIATION SAVINGS PLAN

401k

Assets$19.2M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURPLUS LINE ASSOCIATION OF CALIFORNIA EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$3.7M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SURPLUS LINE ASSOCIATION SAVINGS PLAN401k$19.2M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURPLUS LINE ASSOCIATION OF CALIFORNIA EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$3.7M4152025
Retirement plans
Welfare plans
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