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Sponsor portfolioTH

VILLA ESPERANZA

EIN 95-2148860-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$7.6M assets
Welfare
2
$609K premiums
Participants
626
2116 E. VILLA STREET - PASADENA, CA 91107626-449-2919villaesperanzaservices.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#001403b-$7.6M - 361 part#502Fully Insured-$609K - 258 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $609K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$566K
  • Dental$26K
  • Life$10K
  • Other$10K
  • Vision$8K
Total $609K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HEALTH NET93%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
Total $609K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • TAPERT INSURANCE AGENCY91%
  • BENEFITS AMERICA INSURANCE SERVICES5%
  • AMWINS4%
Total $41K3 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

VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$7.6M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VILLA ESPERANZA WELFARE BENEFITS PLAN

Fully Insured - HEALTH NET

Premiums$609K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

VILLA ESPERANZA SERVICES FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN403b$7.6M3612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VILLA ESPERANZA WELFARE BENEFITS PLANFully InsuredHEALTH NET$609K2582025
501VILLA ESPERANZA SERVICES FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
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