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  2. CREATIVE ALTERNATIVES, INC.
Sponsor portfolioTH

CREATIVE ALTERNATIVES, INC.

EIN 94-2378380-Health Care and Social Assistance-Latest filing 2025
Plans
6
Retirement
2
$19.5M assets
Welfare
4
$29K premiums
Participants
978
2855 GEER ROAD, SUITE C - TURLOCK, CA 95382209-668-9361
Plans on this EIN
6 filings
#003OtherDC-$10.0M - 281 part#001403b-$9.5M - 246 part#505Fully Insured-$19K - 100 lives#503Fully Insured-$10K - 155 lives#502Self Funded-0 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 527 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#003)51%
  • INC EMPLOYEE Savings (#001)49%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)281
  • INC EMPLOYEE Savings (#001)246
Total 527Click row to drill in

Benefits portfolio analytics

4 plans / $29K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$19K
  • Life$10K
Total $29K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • VISION SERVICE PLAN64%
  • THE PAUL REVERE LIFE INSURANCE COMPANY36%
Total $29K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WINTON-IRELAND INSURANCE AGENCY INC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CREATIVE ALTERNATIVES, INC RETIREMENT PLAN & TRUST

OtherDC

Assets$10.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

403b

Assets$9.5M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CREATIVE ALTERNATIVES INC GROUP VISION INSURANCE PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$19K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CREATIVE ALTERNATIVES INC LIFE INSURANCE & ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Fully Insured - UMUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$10K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CREATIVE ALTERNATIVES INC DENTAL BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CREATIVE ALTERNATIVES INC GROUP HEALTH INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CREATIVE ALTERNATIVES, INC RETIREMENT PLAN & TRUSTOtherDC$10.0M2812025
001CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN403b$9.5M2462025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CREATIVE ALTERNATIVES INC GROUP VISION INSURANCE PLANFully InsuredVISION SERVICE PLAN$19K1002025
503CREATIVE ALTERNATIVES INC LIFE INSURANCE & ACCIDENTAL DEATH & DISMEMBERMENT PLANFully InsuredUMUM LIFE INSURANCE COMPANY OF AMERICA$10K1552025
502CREATIVE ALTERNATIVES INC DENTAL BENEFIT PLANSelf Funded-$002025
504CREATIVE ALTERNATIVES INC GROUP HEALTH INSURANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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