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Sponsor portfolio

THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING

EIN 94-1677202-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.6M premiums
Participants
535
445 N. SAN JOAQUIN STREET - STOCKTON, CA 95202209-644-2600LinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$9.8M - 302 part#502Mixed-$1.6M - 233 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$33K
  • Other$33K
  • Vision$19K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • SUTTER HEALTH PLAN23%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $57K1 slice

Plan deep-dives

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

EL CONCILIO PROFIT SHARING 401(K) PLAN

401k

Assets$9.8M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EL CONCILIO CALIFORNIA

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.6M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EL CONCILIO PROFIT SHARING 401(K) PLAN401k$9.8M3022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EL CONCILIO CALIFORNIAMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.6M2332025
Retirement plans
Welfare plans
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