Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JVS SOCAL
EIN 95-1691012non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$4.4M assets
Welfare
1
$1.7M premiums
Participants
606
6505 WILSHIRE BLVD, SUITE 200 - LOS ANGELES, CA 900484957323-761-8888jvs-socal.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 317 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 287 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Other$179K
- Life$169K
- Short-term disability$169K
- Dental$139K
- Vision$30K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- KAISER FOUNDATION HEALTH PLAN INC80%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- DELTA DENTAL OF CALIFORNIA8%
- VISION SERVICE PLAN2%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- THE BENEFIT COMPANY INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JVS SOCAL DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$2.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JVS SOCAL 401(K) PLAN
401k
Assets$2.1M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JVS SOCAL EMPLOYEE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.7M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JVS SOCAL DEFINED CONTRIBUTION PLAN | ProfitSharing | $2.2M | 99 | 2025 | |
| 001 | JVS SOCAL 401(K) PLAN | 401k | $2.1M | 218 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JVS SOCAL EMPLOYEE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $1.7M | 287 | 2025 |
Retirement plans
Welfare plans