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Sponsor portfolio

LEGAL AID SOCIETY OF SAN DIEGO, INC.

EIN 95-1869806-law practice-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$2.3M premiums
Participants
478
1764 SAN DIEGO AVE - SAN DIEGO, CA 92110619-471-2617lassd.orgLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#002403b-$3.7M - 261 part#501Mixed-$2.3M - 226 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Long-term disability$57K
  • Life$50K
  • Other$50K
  • Vision$20K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CALIFORNIA CHOICE94%
  • STANDARD INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MARSH & MCLENNAN AGENCY LLC59%
  • BROWN & BROWN INSURANCE SERVICES40%
  • ENROLLEASE0%
Total $229K3 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

LEGAL AID SOCIETY OF SAN DIEGO, INC. 403(B) PLAN

403b

Assets$3.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGAL AID SOCIETY OF SAN DIEGO HEALTH & WELFARE BENEFITS PLAN

Mixed - CALIFORNIACHOICE

Premiums$2.3M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEGAL AID SOCIETY OF SAN DIEGO, INC. 403(B) PLAN403b$3.7M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGAL AID SOCIETY OF SAN DIEGO HEALTH & WELFARE BENEFITS PLANMixedCALIFORNIACHOICE$2.3M2262025
Retirement plans
Welfare plans
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