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Sponsor portfolio

ETHAN CONRAD PROPERTIES INC.

EIN 94-3371030-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$2.5M premiums
Participants
491
1300 NATIONAL DRIVE, SUITE 100 - SACRAMENTO, CA 95834916-779-1000ethanconradprop.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.8M - 292 part#501Fully Insured-$2.5M - 198 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$118K
  • Life$42K
  • Other$42K
  • Long-term disability$30K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA CHOICE91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • EDGEWOOD PARTNERS INSURANCE CENTER62%
  • BEERE & PURVES INC33%
  • ARCHON LLC5%
Total $183K3 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

ETHAN CONRAD PROPERTIES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.8M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ETHAN CONRAD PROPERTIES INC. WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIACHOICE

Premiums$2.5M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ETHAN CONRAD PROPERTIES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$5.8M2922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ETHAN CONRAD PROPERTIES INC. WELFARE BENEFITS PLANFully InsuredCALIFORNIACHOICE$2.5M1982025
Retirement plans
Welfare plans
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