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Sponsor portfolio

COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY

EIN 94-1648949-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.4M premiums
Participants
523
141 STONY CIRCLE, SUITE 210 - SANTA ROSA, CA 95401707-544-6911capk.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$5.7M - 369 part#502Fully Insured-$1.4M - 210 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$949K
  • Dental$93K
  • Other$25K
  • Life$17K
  • Vision$10K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • SUTTER HEALTH PLAN23%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • RELATION INSURANCE SERVICES OF CA99%
  • DUBLIN INSURANCE SERVICES, INC.1%
Total $72K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY

401k

Assets$5.7M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY HEALTH BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY401k$5.7M3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY HEALTH BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.4M2102025
Retirement plans
Welfare plans
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