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Sponsor portfolioTH

THE ARC OF SAN DIEGO

EIN 95-1863913-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$11.8M assets
Welfare
2
$3.3M premiums
Participants
1,519
3030 MARKET STREET - SAN DIEGO, CA 92102619-685-1175arc-sd.comLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#002401k-$9.9M - 1,002 part#003401k-$1.8M - 6 part#503Fully Insured-$1.9M - 345 lives#504Fully Insured-$1.4M - 258 lives

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 1,008 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • OF SAN DIEGO (#002)85%
  • OF SAN DIEGO (#003)15%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF SAN DIEGO (#002)1,002
  • OF SAN DIEGO (#003)6
Total 1,008Click row to drill in

Benefits portfolio analytics

2 plans / $3.3M premiums / 603 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$168K
  • Other$84K
  • Life$74K
  • Vision$23K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SHARP HEALTH PLAN91%
  • SIMNSA3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • UNITED CONCORDIA INSURANCE COMPANY2%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • +1 more
Total $3.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • SOURCEWELL1%
  • COLONIAL LIFE & ACCIDENT1%
Total $114K3 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

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO

401k

Assets$9.9M
Participants1,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE ARC OF SAN DIEGO HEALTH AND WELFARE PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$1.9M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE ARC OF SAN DIEGO MEDICAL PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$1.4M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO401k$9.9M1,0022024
003403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO401k$1.8M62024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE ARC OF SAN DIEGO HEALTH AND WELFARE PLANFully InsuredSHARP HEALTH PLAN$1.9M3452025
504THE ARC OF SAN DIEGO MEDICAL PLANFully InsuredSHARP HEALTH PLAN$1.4M2582025
Retirement plans
Welfare plans
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