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Sponsor portfolio

ABILITYFIRST

EIN 95-1690983-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.0M premiums
Participants
715
789 N. FAIR OAKS AVENUE - PASADENA, CA 91103626-396-1010abilityfirst.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$17.5M - 532 part#501Fully Insured-$1.0M - 175 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$899K
  • Prescription drug$899K
  • Other$142K
  • Dental$131K
  • Vision$131K
  • Life$131K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • HOLMAN FAMILY COUNSELING, INC.1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • IMA, INC.93%
  • CENTRO BENEFITS RESEARCH LLC7%
  • BRIAN SANDERSON0%
Total $69K3 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

ABILITYFIRST DEFINED CONTRIBUTION PLAN

403b

Assets$17.5M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ABILITYFIRST HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.0M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ABILITYFIRST DEFINED CONTRIBUTION PLAN403b$17.5M5322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ABILITYFIRST HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.0M1752025
Retirement plans
Welfare plans
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