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Sponsor portfolioTH

BOYS REPUBLIC

EIN 95-1647813-mental health care-Latest filing 2025
Plans
3
Retirement
2
$77.6M assets
Welfare
1
$1.8M premiums
Participants
886
1907 BOYS REPUBLIC DRIVE - CHINO HILLS, CA 91709909-628-1217boysrepublic.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
3 filings
#001TraditionalDB-$50.0M - 345 part#002401k-$27.6M - 318 part#551Fully Insured-$1.8M - 222 lives

Retirement portfolio analytics

2 plans aggregated / $77.6M assets / 663 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PENSION PLAN TRUST (#001)64%
  • OR DEFERRED ARRANGEMENT (#002)36%
Total $77.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • THE VANGUARD GROUP, INC.36%
Total $77.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION PLAN TRUST (#001)345
  • OR DEFERRED ARRANGEMENT (#002)318
Total 663Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$1.3M
  • Vision$1.3M
  • Other$100K
  • Life$82K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CALIFORNIA PHYSICIANS SERVICE73%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • IMA, INC.100%
  • PATRICIA SWANSON0%
  • DEBRA OTTEN0%
Total $112K3 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

BOYS REPUBLIC PENSION PLAN TRUST

TraditionalDB

Assets$50.0M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BOYS REPUBLIC CASH OR DEFERRED ARRANGEMENT

401k

Assets$27.6M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#551

BOYS REPUBLIC GROUP INSURANCE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.8M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BOYS REPUBLIC PENSION PLAN TRUSTTraditionalDB$50.0M3452025
002BOYS REPUBLIC CASH OR DEFERRED ARRANGEMENT401k$27.6M3182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
551BOYS REPUBLIC GROUP INSURANCE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$1.8M2222025
Retirement plans
Welfare plans
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