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Sponsor portfolio

LINDEN OAKS

EIN 95-2162129-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$987K premiums
Participants
423
8699 HOLDER STREET - BUENA PARK, CA 90620714-821-3620
Plans on this EIN
2 filings
#001401k-$13.5M - 303 part#501Fully Insured-$987K - 119 lives

Benefits portfolio analytics

1 plan / $987K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$894K
  • Prescription drug$894K
  • Dental$53K
  • Other$18K
  • Life$13K
  • Long-term disability$10K
  • +2 more
Total $987K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA PHYSICIANS SERVICE91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $987K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • IMA, INC.95%
  • FMLASOURCE INC4%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • CENTRO BENEFITS RESEARCH LLC0%
  • INTEGRITY ASSET SERVICES LLC0%
  • +1 more
Total $69K6 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

LINDEN OAKS 401(K) PROFIT SHARING PLAN

401k

Assets$13.5M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPEECH & LANGUAGE DEVELOPMENT CENTER WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$987K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINDEN OAKS 401(K) PROFIT SHARING PLAN401k$13.5M3032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPEECH & LANGUAGE DEVELOPMENT CENTER WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$987K1192025
Retirement plans
Welfare plans
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