PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HACIENDA MOTORS LTD.
Sponsor portfolio

HACIENDA MOTORS LTD.

EIN 94-3035344-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$1.3M premiums
Participants
365
5885 OWENS DRIVE - PLEASANTON, CA 94588925-225-7526
Plans on this EIN
2 filings
#001401k-$13.9M - 210 part#501Fully Insured-$1.3M - 152 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$76K
  • Vision$14K
  • Life$8K
  • Other$8K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • SUTTER HEALTH PLAN22%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • EDGEWOOD PARTNERS INSURANCE CENTER79%
  • EPIC21%
Total $68K2 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

HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401K

401k

Assets$13.9M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HACIENDA MOTORS LTD. DBA MERCEDES-BENZ OF PLEASANTON WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401K401k$13.9M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HACIENDA MOTORS LTD. DBA MERCEDES-BENZ OF PLEASANTON WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.3M1522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica