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Sponsor portfolio

FAMILY SERVICE ASSOCIATION

EIN 95-1803694-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$1.0M premiums
Participants
562
21250 BOX SPRINGS ROAD, SUITE 211 - MORENO VALLEY, CA 92557909-686-1096fsaca.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$1.1M - 354 part#501Fully Insured-$1.0M - 208 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$92K
  • Vision$92K
  • Other$30K
  • Life$22K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • STANDARD INSURANCE COMPANY3%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • IMA, INC.99%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $44K2 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

403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICE ASSOCIATION

401k

Assets$1.1M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY SERVICE ASSOCIATION WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$1.0M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICE ASSOCIATION401k$1.1M3542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY SERVICE ASSOCIATION WELFARE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$1.0M2082025
Retirement plans
Welfare plans
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