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Sponsor portfolio

TOWN AND COUNTRY MANOR

EIN 95-1685807-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$1.5M premiums
Participants
733
555 MEMORY LANE - SANTA ANA, CA 92706714-824-8514tcmanor.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$7.8M - 484 part#501Fully Insured-$1.5M - 249 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$139K
  • Short-term disability$136K
  • Long-term disability$136K
  • Dental$96K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • AFLAC3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • CYNTHIA LUQUIN5%
  • PARKVILLE INS SVCS INC2%
  • NELLIE F. PRESTON1%
  • KIMBERLY O. KWOK1%
  • +3 more
Total $74K8 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

TOWN AND COUNTRY RETIREMENT PLAN

403b

Assets$7.8M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOWN AND COUNTRY MANOR HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOWN AND COUNTRY RETIREMENT PLAN403b$7.8M4842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOWN AND COUNTRY MANOR HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.5M2492025
Retirement plans
Welfare plans
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