Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$73K
Sponsor portfolio
OAKS CARD CLUB
EIN 94-1194137performing artsLatest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$1.2M premiums
Participants
331
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 121 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- HEALTH NET41%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
100%top
- INTERWEST INSURANCE SERVICES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKS 401(K) PLAN AND TRUST
401k
Assets$26.5M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OAKS CARD CLUB HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.2M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKS 401(K) PLAN AND TRUST | 401k | $26.5M | 230 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OAKS CARD CLUB HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.2M | 121 | 2025 |
Retirement plans
Welfare plans