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Sponsor portfolio

HASA, INC.

EIN 95-2302297-Latest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$7.5M premiums
Participants
1,402
25152 SPRINGFIELD COURT, SUITE 300 - VALENCIA, CA 91355661-259-5848
Plans on this EIN
2 filings
#001401k-$13.4M - 725 part#503Fully Insured-$7.5M - 639 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 639 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Prescription drug$6.8M
  • Dental$528K
  • Life$302K
  • Short-term disability$302K
  • Long-term disability$302K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • AETNA LIFE INSURANCE COMPANY71%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • SIMNSA2%
  • +1 more
Total $7.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • DAVID D HOWES5%
  • MARK S METTILLE4%
Total $352K3 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

HASA, INC. RETIREMENT SAVINGS PLAN

401k

Assets$13.4M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HASA, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$7.5M
Covered lives639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HASA, INC. RETIREMENT SAVINGS PLAN401k$13.4M7252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HASA, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$7.5M6392025
Retirement plans
Welfare plans
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