PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SATICOY LEMON ASSOCIATION
Sponsor portfolioTH

SATICOY LEMON ASSOCIATION

EIN 95-1193510-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$1.5M premiums
Participants
513
103 NORTH PECK ROAD - SANTA PAULA, CA 93060805-654-6535saticoylemon.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#002401k-$20.0M - 318 part#502Mixed-$1.5M - 195 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Life$21K
  • Other$21K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • KAISER FOUNDATION HEALTH PLAN INC99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • MCCLEMENTS JR, JAMES E1%
Total $80K2 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

SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN

401k

Assets$20.0M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SATICOY LEMON ASSOCIATION EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN401k$20.0M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SATICOY LEMON ASSOCIATION EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.5M1952025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica