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Sponsor portfolio

PLACER COUNTY BOARD OF REALTOR

EIN 94-1518604-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
$652K premiums
Participants
74
270 TECHNOLOGY WAY STE 100 - ROCKLIN, CA 957651228916-624-8271
Plans on this EIN
2 filings
#003401k-$1.0M - 9 part#501Mewa-$652K - 45 lives

Benefits portfolio analytics

1 plan / $652K premiums / 45 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$629K
  • Dental$23K
  • Vision$6K
Total $652K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • WESTERN HEALTH ADVANTAGE43%
  • DELTA DENTAL OF CALIFORNIA3%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $652K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PLACER COUNTY BOARD OF REALTOR 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLACER COUNTY ASSOCIATION OF REALTORS MEMBER BENEFITS PROGRAM

Mewa - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$652K
Covered lives45
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PLACER COUNTY BOARD OF REALTOR 401(K) PROFIT SHARING PLAN & TRUST401k$1.0M92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLACER COUNTY ASSOCIATION OF REALTORS MEMBER BENEFITS PROGRAMMewaKAISER FOUNDATION HEALTH PLAN, INC.$652K452025
Retirement plans
Welfare plans
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