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Sponsor portfolio

PINDLER & PINDLER, INC.

EIN 95-1851466-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$1.5M premiums
Participants
271
11910 POINDEXTER AVENUE - MOORPARK, CA 93021805-531-9090
Plans on this EIN
2 filings
#001ProfitSharing-$16.2M - 151 part#501Fully Insured-$1.5M - 120 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$70K
  • Other$70K
  • Dental$64K
  • Vision$64K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • BLUE CROSS OF CALIFORNIA65%
  • KAISER FOUNDATION HEALTH PLAN INC31%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M.T. STUART & COMPANY100%
  • MICHAEL THOMAS STUART0%
Total $84K2 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

PINDLER & PINDLER, INC. EMPLOYEES' PROFIT SHARING PLAN

ProfitSharing

Assets$16.2M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINDLER & PINDLER, INC. HEALTH & WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$1.5M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINDLER & PINDLER, INC. EMPLOYEES' PROFIT SHARING PLANProfitSharing$16.2M1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINDLER & PINDLER, INC. HEALTH & WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$1.5M1202025
Retirement plans
Welfare plans
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