Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ESKATON PROPERTIES, INC.
EIN 94-2906316medical practiceLatest filing 2025
Plans
3
Retirement
2
$10.9M assets
Welfare
1
$740K premiums
Participants
1,896
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 1,079 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $740K premiums / 954 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$471K
- Other$269K
- Life$233K
- Long-term disability$233K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- DELTA DENTAL OF CALIFORNIA64%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
- CONCERN EAP5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
66%top
- LIBERTY COMPANY INSURANCE BROKERS66%
- ALLIANT INSURANCE SERVICES, INC.34%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ESKATON 401(K) PLAN
401k
Assets$10.1M
Participants1,079
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ESKATON RETIREMENT PLAN
CashBalance
Assets$741K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESKATON HEALTH AND WELFARE PLAN.
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$740K
Covered lives954
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESKATON 401(K) PLAN | 401k | $10.1M | 1,079 | 2024 | |
| 001 | ESKATON RETIREMENT PLAN | CashBalance | $741K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESKATON HEALTH AND WELFARE PLAN. | Mixed | DELTA DENTAL OF CALIFORNIA | $740K | 954 | 2025 |
Retirement plans
Welfare plans