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Sponsor portfolioTH

MERCED COUNTY COMMUNITY ACTION BOARD

EIN 94-2183288-public relations and communications-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$93K premiums
Participants
398
PO BOX 2085 - MERCED, CA 95344209-723-4565mercedcaa.orgLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filings
#002403b-$2.9M - 231 part#502Mixed-$93K - 167 lives

Benefits portfolio analytics

1 plan / $93K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$87K
  • Vision$87K
  • Life$6K
  • Other$6K
Total $93K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $93K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INTERWEST INSURANCE SERVICES, LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

M.C.C.A.B. 403(B) PLAN

403b

Assets$2.9M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERCED COUNTY COMMUNITY ACTION BOARD HEALTH & WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$93K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002M.C.C.A.B. 403(B) PLAN403b$2.9M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERCED COUNTY COMMUNITY ACTION BOARD HEALTH & WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$93K1672025
Retirement plans
Welfare plans
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