Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FOREST LAWN MEMORIAL PARKS - AND MORTUARIES
EIN 95-0743320individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$234.6M assets
Welfare
1
$15.5M premiums
Participants
4,539
1712 SOUTH GLENDALE AVENUE - GLENDALE, CA 91205323-254-3131forestlawn.comLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $234.6M assets / 3,426 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- T ROWE PRICE RPS INC64%
- (Not disclosed)36%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.5M premiums / 1,552 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.3M
- Prescription drug$14.3M
- Dental$1.7M
- Other$1.1M
- Life$815K
- Long-term disability$815K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
47%top
- KAISER FOUNDATION HEALTH PLAN INC47%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#334
FOREST LAWN 401(K) PLAN
401k
Assets$149.9M
Participants1,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
FOREST LAWN RETIREMENT PLAN
TraditionalDB
Assets$84.7M
Participants1,995
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOREST LAWN GROUP LIFE AND MEDICAL PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$15.5M
Covered lives1,552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 334 | FOREST LAWN 401(K) PLAN | 401k | $149.9M | 1,431 | 2024 | |
| 333 | FOREST LAWN RETIREMENT PLAN | TraditionalDB | $84.7M | 1,995 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOREST LAWN GROUP LIFE AND MEDICAL PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $15.5M | 1,552 | 2025 |
Retirement plans
Welfare plans