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Sponsor portfolio

FAMILY RESOURCE & REFERRAL CENTER

EIN 94-1691503-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$2.2M premiums
Participants
497
1776 WEST MARCH LANE, SUITE 140 - STOCKTON, CA 95206209-461-2991LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$13.0M - 283 part#503Fully Insured-$2.2M - 502 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 502 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$154K
  • Life$79K
  • Other$79K
  • Vision$41K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CALIFORNIA CHOICE87%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN2%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DARRELL BAUMBACH93%
  • BROWN & BROWN INSURANCE SERVICES7%
Total $114K2 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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN

401k

Assets$13.0M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FAMILY RESOURCE & REFERRAL CENTER WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA CHOICE

Premiums$2.2M
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN401k$13.0M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FAMILY RESOURCE & REFERRAL CENTER WELFARE BENEFIT PLANFully InsuredCALIFORNIA CHOICE$2.2M5022025
Retirement plans
Welfare plans
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