Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$33K
- Dental$627
- Vision$59
Sponsor portfolio
LODI ASSOCIATION OF REALTORS
EIN 94-1387100real estateLatest filing 2025
Plans
2
Retirement
1
$258K assets
Welfare
1
$33K premiums
Participants
11
777 SOUTH HAM LANE, SUITE B - LODI, CA 952423592209-368-5316connectlar.orgLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $33K premiums / 3 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- KAISER FOUNDATION HEALTH PLAN INC98%
- DELTA DENTAL OF CALIFORNIA2%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI 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
LODI ASSOCIATION OF REALTORS MONEY PURCHASE PLAN
MoneyPurchase
Assets$258K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LODI ASSOCIATION OF REALTORS MEMBER BENEFITS PROGRAM
Mewa - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$33K
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LODI ASSOCIATION OF REALTORS MONEY PURCHASE PLAN | MoneyPurchase | $258K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LODI ASSOCIATION OF REALTORS MEMBER BENEFITS PROGRAM | Mewa | KAISER FOUNDATION HEALTH PLAN, INC. | $33K | 3 | 2025 |
Retirement plans
Welfare plans