Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
FIRST ALARM
EIN 94-2882805security and investigationsLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
$1.2M premiums
Participants
461
1111 ESTATES DRIVE - APTOS, CA 95003831-687-4215firstalarm.comLinkedIn501-1000 employeessecurity and investigations
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 344 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 257 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$293K
- Dental$104K
- Vision$104K
- Life$12K
- Other$12K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- KAISER FOUNDATION HEALTH PLAN INC66%
- SUTTER HEALTH PLAN25%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
45%top
- PROGRESSIVE BENEFIT GROUP45%
- ACRISURE LLC29%
- PBG PROFESSIONAL INSURANCE SERVICES26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST ALARM 401K PLAN
401k
Assets$2.1M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIRST ALARM EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$1.6M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST ALARM HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.2M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST ALARM 401K PLAN | 401k | $2.1M | 169 | 2025 | |
| 002 | FIRST ALARM EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $1.6M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST ALARM HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.2M | 257 | 2025 |
Retirement plans
Welfare plans