Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
HOPKINS & CARLEY, A LAW CORPORATION
EIN 94-2156511Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$88.0M assets
Welfare
1
$1.8M premiums
Participants
266
70 S. FIRST STREET - SAN JOSE, CA 95113408-286-9800
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $88.0M assets / 266 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
89%top
- CHARLES SCHWAB & CO., INC.89%
- (Not disclosed)11%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 114 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$526K
- Other$271K
- Life$237K
- Short-term disability$237K
- Long-term disability$237K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
55%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
- KAISER FOUNDATION HEALTH PLAN INC29%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
87%top
- FILICE INSURANCE AGENCY87%
- ACRISURE LLC12%
- LONG TERM CARE SOLUTIONS, INC.0%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOPKINS & CARLEY 401(K) PLAN
401k
Assets$78.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017)
CashBalance
Assets$9.6M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOPKINS & CARLEY, ALC EMPLOYEE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOPKINS & CARLEY 401(K) PLAN | 401k | $78.5M | 191 | 2024 | |
| 004 | HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) | CashBalance | $9.6M | 75 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOPKINS & CARLEY, ALC EMPLOYEE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.8M | 114 | 2024 |
Retirement plans
Welfare plans