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Sponsor portfolio

ALISAL PROPERTIES

EIN 95-2428546-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$186K premiums
Participants
689
1054 ALISAL ROAD - SOLVANG, CA 93463805-686-7605
Plans on this EIN
2 filings
#001401k-$16.3M - 410 part#501Mixed-$186K - 277 lives

Benefits portfolio analytics

1 plan / $186K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$186K
  • Dental$183K
  • Vision$183K
  • Life$183K
  • Long-term disability$183K
Total $186K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • PRINCIPAL LIFE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $186K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
Total $21K1 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

ALISAL EMPLOYEES RETIREMENT SAVINGS PLAN

401k

Assets$16.3M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALISAL GUEST RANCH GROUP INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$186K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALISAL EMPLOYEES RETIREMENT SAVINGS PLAN401k$16.3M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALISAL GUEST RANCH GROUP INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$186K2772025
Retirement plans
Welfare plans
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