Assets by plan
Share of aggregate retirement assets
- KERN 401A PLAN (#003)$29.2M
- KERN 401(A) PLAN (#001)$26.0M
- OF KERN 403(B) (#002)$13.9M
Filings through .
Top hat
Community Action Partnership of Kern
EIN 95-2402760non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$69.0M assets
Health & Benefits
1
$10.9M premiums
Participants
4,601
1300 18TH STREET STE 200 - BAKERSFIELD, CA 93301661-336-5236capk.orgLinkedIn501-1000 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $69.0M assets / 3,708 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$39.9M
- NATIONWIDE$29.2M
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN
Money purchase
Assets$29.2M
Participants1,371
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN
Money purchase
Assets$26.0M
Participants1,103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COMMUNITY ACTION PARTNERSHIP OF KERN COMMUNITY ACTION PARTNERSHIP OF KERN 403(B)
403(b)
Assets$13.9M
Participants1,234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COMMUNITY ACTION PARTNERSHIP OF KERN INSURED WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$10.9M
Covered lives1,533
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN | Money purchase | $29.2M | 1,371 | 2025 |
| #001 | COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN | Money purchase | $26.0M | 1,103 | 2024 |
| #002 | COMMUNITY ACTION PARTNERSHIP OF KERN COMMUNITY ACTION PARTNERSHIP OF KERN 403(B) | 403(b) | $13.9M | 1,234 | 2025 |
- #003 · Money purchase · 20251,371
- #001 · Money purchase · 20241,103
- #002 · 403(b) · 20251,234
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COMMUNITY ACTION PARTNERSHIP OF KERN INSURED WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $10.9M | 1,533 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 20251,533
Retirement plans
Health & Benefits plans