Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Stop-loss$3.1M
- Long-term disability$234K
- Life$102K
- Other$102K
- Dental$2K
Sponsor portfolioTH
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
EIN 94-1056137Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$6.8M premiums
Participants
6,048
500 CAPITOL MALL, SUITE 2350 - SACRAMENTO, CA 95814800-922-5272
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.8M premiums / 7,154 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- BLUE CROSS OF CALIFORNIA50%
- ANTHEM LIFE INSURANCE COMPANY45%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
91%top
- CENTERSTONE INSURANCE AND FINANCIAL91%
- HOVER INSURANCE SERVICES7%
- USI INSURANCE SERVICES LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALIFORNIA SOCIETY OF CPAS 401(K) PLAN
401k
Assets$15.5M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Mewa - BLUE CROSS OF CALIFORNIA
Premiums$6.8M
Covered lives7,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIFORNIA SOCIETY OF CPAS 401(K) PLAN | 401k | $15.5M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | Mewa | BLUE CROSS OF CALIFORNIA | $6.8M | 7,154 | 2025 |
Retirement plans
Welfare plans