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Sponsor portfolio

INLAND SOUTHERN CALIFORNIA UNITED WAY

EIN 95-1742174-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
1
$1.6M assets
Welfare
2
$1.1M premiums
Participants
335
1835 CHICAGO AVE, STE B - RIVERSIDE, CA 92507951-697-4700
Plans on this EIN
3 filings
#002403b-$1.6M - 122 part#501Fully Insured-$952K - 78 lives#502Fully Insured-$174K - 194 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$952K
  • Prescription drug$952K
  • Dental$174K
  • Vision$174K
  • Life$174K
  • Long-term disability$174K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • BLUE CROSS OF CALIFORNIA34%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • THE BALDWIN GROUP WEST LLC91%
  • CENTERSTONE INSURANCE AND FINANCIAL7%
  • ASD INSURANCE AND FINANCIAL SERVICE2%
Total $80K3 slices

Plan deep-dives

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

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN

403b

Assets$1.6M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INLAND SOUTHERN CALIFORNIA UNITED WAY HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$952K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INLAND SOUTHERN CALIFORNIA UNITED WAY WELFARE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$174K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN403b$1.6M1222025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INLAND SOUTHERN CALIFORNIA UNITED WAY HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$952K782025
502INLAND SOUTHERN CALIFORNIA UNITED WAY WELFARE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$174K1942025
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