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Sponsor portfolioTH

CALIFORNIA ASSOCIATION OF REALTORS

EIN 95-0594790-real estate-Latest filing 2025
Plans
2
Retirement
1
$67.5M assets
Welfare
1
$666K premiums
Participants
341
915 L STREET, #1460 - SACRAMENTO, CA 95814213-739-8200car.orgLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#005401k-$67.5M - 182 part#501Fully Insured-$666K - 318 lives

Benefits portfolio analytics

1 plan / $666K premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$396K
  • Health$377K
  • Prescription drug$377K
  • Dental$148K
  • Life$52K
  • Long-term disability$43K
  • +2 more
Total $666K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN4%
Total $666K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • EDGEWOOD PARTNERS INSURANCE CENTER88%
  • PROFESSIONAL GROUP PLANS INC12%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN

401k

Assets$67.5M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA ASSOCIATION OF REALTORS EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$666K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN401k$67.5M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA ASSOCIATION OF REALTORS EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$666K3182025
Retirement plans
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