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Sponsor portfolioTH

ETR ASSOCIATES, INC.

EIN 94-2760764-e-learning-Latest filing 2025
Plans
3
Retirement
2
$34.5M assets
Welfare
1
$1.3M premiums
Participants
366
500 WESTRIDGE DRIVE, SUITE 102 - WATSONVILLE, CA 95076831-438-4060LinkedIn51-200 employeese-learning
Plans on this EIN
3 filings
#002401k-$31.8M - 215 part#001MoneyPurchase-$2.7M - 35 part#502Fully Insured-$1.3M - 117 lives

Retirement portfolio analytics

2 plans aggregated / $34.5M assets / 250 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INC. 401K PLAN (#002)92%
  • MONEY PURCHASE PENSION (#001)8%
Total $34.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#002)215
  • MONEY PURCHASE PENSION (#001)35
Total 250Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$718K
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Other$125K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • STEALTH PARTNER GROUP LLC5%
Total $127K2 slices

Plan deep-dives

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

ETR ASSOCIATES, INC. 401K PLAN

401k

Assets$31.8M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$2.7M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

E T R ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ETR ASSOCIATES, INC. 401K PLAN401k$31.8M2152025
001ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLANMoneyPurchase$2.7M352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502E T R ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1172025
Retirement plans
Welfare plans
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