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Sponsor portfolio

CCPOA BENEFIT TRUST FUND

EIN 94-6459649-insurance-Latest filing 2025
Plans
5
Retirement
2
$34.1M assets
Welfare
3
$17.0M premiums
Participants
75,121
2515 VENTURE OAKS WAY, SUITE 200 - SACRAMENTO, CA 958334235800-468-6486ccpoabtf.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
5 filings
#001TraditionalDB-$25.0M - 67 part#002401k-$9.1M - 46 part#501Mixed-$14.1M - 19,520 lives#503Mixed-$2.9M - 24,593 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $34.1M assets / 113 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • DEFINED BENEFIT PLAN (#001)73%
  • TRUST FUND 401(K) (#002)27%
Total $34.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)67
  • TRUST FUND 401(K) (#002)46
Total 113Click row to drill in

Benefits portfolio analytics

3 plans / $17.0M premiums / 44,113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.9M
  • Other$6.1M
  • Health$5.2M
Total $17.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK55%
  • VAULT ADMIN SERVICES31%
  • U.S. LEGAL SERVICES, INC.15%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • JACKSON NATIONAL LIFE INSURANCE COMPANY0%
  • +1 more
Total $17.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • CCPOA BENEFIT TRUST FUND48%
  • HYSSOP38%
  • VAULT ADMIN SERVICES11%
  • SSMMC3%
  • JEFFREY REYNOLDS0%
Total $4.8M5 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

CCPOA BENEFIT TRUST FUND DEFINED BENEFIT PLAN

TraditionalDB

Assets$25.0M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CCPOA BENEFIT TRUST FUND 401(K) PLAN

401k

Assets$9.1M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN

Mixed - VAULT ADMIN SERVICES

Premiums$14.1M
Covered lives19,520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CCPOA BENEFIT TRUST FUND SUPPLEMENTAL BENEFIT PLAN

Mixed - U.S. LEGAL SERVICES OF WISCONSIN, INC.

Premiums$2.9M
Covered lives24,593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CCPOA BENEFIT TRUST FUND DISABILITY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CCPOA BENEFIT TRUST FUND DEFINED BENEFIT PLANTraditionalDB$25.0M672025
002CCPOA BENEFIT TRUST FUND 401(K) PLAN401k$9.1M462025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLANMixedVAULT ADMIN SERVICES$14.1M19,5202025
503CCPOA BENEFIT TRUST FUND SUPPLEMENTAL BENEFIT PLANMixedU.S. LEGAL SERVICES OF WISCONSIN, INC.$2.9M24,5932025
502CCPOA BENEFIT TRUST FUND DISABILITY BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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