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Sponsor portfolio

COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC.

EIN 95-2410253-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$58.2M assets
Welfare
1
$9.9M premiums
Participants
2,569
1030 SOUTHWOOD DRIVE - SAN LUIS OBISPO, CA 93401805-544-4355capslo.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$58.2M - 1,721 part#502Fully Insured-$9.9M - 843 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.6M
  • Dental$9.6M
  • Vision$9.6M
  • Prescription drug$9.6M
  • Long-term disability$126K
  • Life$122K
  • +1 more
Total $9.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $9.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $373K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC. 403(B)PLAN

403b

Assets$58.2M
Participants1,721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMMUNITY ACTION PARTNERSHIP

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$9.9M
Covered lives843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC. 403(B)PLAN403b$58.2M1,7212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMMUNITY ACTION PARTNERSHIPFully InsuredBLUE CROSS OF CALIFORNIA$9.9M8432025
Retirement plans
Welfare plans
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