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Sponsor portfolio

SPECIAL SERVICE FOR GROUPS, INC.

EIN 95-1716914-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$103.7M assets
Welfare
1
$12.9M premiums
Participants
3,889
905 E 8TH ST - LOS ANGELES, CA 900211848213-553-1825ssg.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$74.7M - 2,138 part#001TraditionalDB-$29.0M - 400 part#503Fully Insured-$12.9M - 1,556 lives

Retirement portfolio analytics

2 plans aggregated / $103.7M assets / 2,538 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • GROUPS, INC. 403(B) (#002)72%
  • FOR GROUPS, INC. (#001)28%
Total $103.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUPS, INC. 403(B) (#002)2,138
  • FOR GROUPS, INC. (#001)400
Total 2,538Click row to drill in

Benefits portfolio analytics

1 plan / $12.9M premiums / 1,556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.1M
  • Prescription drug$4.9M
  • Dental$2.1M
  • Other$361K
  • Long-term disability$210K
  • Life$174K
  • +2 more
Total $12.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • AETNA LIFE INSURANCE COMPANY54%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $12.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $299K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPECIAL SERVICE FOR GROUPS, INC. 403(B) PLAN

403b

Assets$74.7M
Participants2,138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC.

TraditionalDB

Assets$29.0M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SPECIAL SERVICE FOR GROUPS, INC. WRAP BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$12.9M
Covered lives1,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPECIAL SERVICE FOR GROUPS, INC. 403(B) PLAN403b$74.7M2,1382025
001DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC.TraditionalDB$29.0M4002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SPECIAL SERVICE FOR GROUPS, INC. WRAP BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$12.9M1,5562025
Retirement plans
Welfare plans
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