Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R TORRE & COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN | 401k | $52.2M | 399 | 2024 | |
| 002 | TORANI TEAM MEMBER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $46.0M | 300 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | R. TORRE & COMPANY HEALTH & WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $3.8M | 655 | 2025 |