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Sponsor portfolio

HEARTLAND CHILD AND FAMILY SERVI

EIN 94-2638325-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.6M premiums
Participants
370
811 GRAND AVE STE D - SACRAMENTO, CA 95838916-922-9868
Plans on this EIN
2 filings
#001401k-$2.4M - 206 part#501Fully Insured-$1.6M - 168 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$124K
  • Other$46K
  • Life$26K
  • Vision$16K
  • Long-term disability$12K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CALIFORNIA CHOICE87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ACRISURE LLC79%
  • ASSUREDPARTNERS20%
  • ATTN JULIE GREENBERG0%
Total $105K3 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

HARTLAND CHILD AND FAMILY SERVICES 401(K) PLAN

401k

Assets$2.4M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND CHILD & FAMILY SERVICES BENEFIT PLAN

Fully Insured - CALIFORNIA CHOICE

Premiums$1.6M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARTLAND CHILD AND FAMILY SERVICES 401(K) PLAN401k$2.4M2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND CHILD & FAMILY SERVICES BENEFIT PLANFully InsuredCALIFORNIA CHOICE$1.6M1682025
Retirement plans
Welfare plans
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