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Sponsor portfolioTH

EASTER SEALS SOUTHERN CALIFORNIA

EIN 94-3068149-medical practice-Latest filing 2025
Plans
3
Retirement
2
$95.4M assets
Welfare
1
$19.4M premiums
Participants
5,542
1063 MCGAW AVE, SUITE 100 - IRVINE, CA 92614714-834-1111LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$91.7M - 3,667 part#001TraditionalDB-$3.7M - 127 part#501Fully Insured-$19.4M - 2,100 lives

Retirement portfolio analytics

2 plans aggregated / $95.4M assets / 3,794 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • CALIFORNIA RETIREMENT PLAN (#002)96%
  • EASTER SEALS, INC. (#001)4%
Total $95.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CALIFORNIA RETIREMENT PLAN (#002)3,667
  • EASTER SEALS, INC. (#001)127
Total 3,794Click row to drill in

Benefits portfolio analytics

1 plan / $19.4M premiums / 2,100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.1M
  • Prescription drug$18.1M
  • Dental$7.5M
  • Other$1.0M
  • Life$815K
  • Long-term disability$707K
  • +1 more
Total $19.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • UNITEDHEALTHCARE INSURANCE COMPANY39%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $19.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $582K2 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

EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN

401k

Assets$91.7M
Participants3,667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

TraditionalDB

Assets$3.7M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EASTERSEALS SOUTHERN CALIFORNIA EMPLOYEE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$19.4M
Covered lives2,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN401k$91.7M3,6672024
001PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.TraditionalDB$3.7M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EASTERSEALS SOUTHERN CALIFORNIA EMPLOYEE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$19.4M2,1002025
Retirement plans
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