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Sponsor portfolioTH

COMMUNITY ACTION PARTNERSHIP OF KERN

EIN 95-2402760-non-profit organization management-Latest filing 2025
Plans
4
Retirement
3
$66.5M assets
Welfare
1
$10.9M premiums
Participants
4,529
1300 18TH STREET STE 200 - BAKERSFIELD, CA 93301661-336-5236capk.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
4 filings
#003MoneyPurchase-$29.2M - 1,371 part#001MoneyPurchase-$26.0M - 1,103 part#002403b-$11.3M - 1,162 part#501Fully Insured-$10.9M - 1,533 lives

Retirement portfolio analytics

3 plans aggregated / $66.5M assets / 3,636 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • KERN 401A PLAN (#003)44%
  • KERN 401(A) PLAN (#001)39%
  • OF KERN 403(B) (#002)17%
Total $66.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • NATIONWIDE44%
Total $66.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KERN 401A PLAN (#003)1,371
  • OF KERN 403(B) (#002)1,162
  • KERN 401(A) PLAN (#001)1,103
Total 3,636Click row to drill in

Benefits portfolio analytics

1 plan / $10.9M premiums / 1,533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.1M
  • Prescription drug$10.1M
  • Dental$500K
  • Vision$500K
  • Other$324K
  • Life$233K
  • +2 more
Total $10.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • BLUE CROSS OF CALIFORNIA31%
  • AMERITAS LIFE INSURANCE CORP.5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $10.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • PRECISION BENEFITS LLC7%
  • IMA, INC.-0%
Total $445K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN

MoneyPurchase

Assets$29.2M
Participants1,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN

MoneyPurchase

Assets$26.0M
Participants1,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY ACTION PARTNERSHIP OF KERN 403(B)

403b

Assets$11.3M
Participants1,162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY ACTION PARTNERSHIP OF KERN INSURED WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$10.9M
Covered lives1,533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLANMoneyPurchase$29.2M1,3712025
001COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLANMoneyPurchase$26.0M1,1032024
002COMMUNITY ACTION PARTNERSHIP OF KERN 403(B)403b$11.3M1,1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY ACTION PARTNERSHIP OF KERN INSURED WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$10.9M1,5332025
Retirement plans
Welfare plans
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