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Sponsor portfolio

COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY

EIN 95-2452787-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$771K premiums
Participants
348
11870 MONARCH STREET - GARDEN GROVE, CA 92841714-897-6670capoc.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$7.9M - 203 part#501Fully Insured-$771K - 145 lives

Benefits portfolio analytics

1 plan / $771K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$644K
  • Prescription drug$644K
  • Other$80K
  • Life$47K
  • Dental$47K
  • Vision$47K
Total $771K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HEALTH NET84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
Total $771K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • GALLAGHER BENEFIT SERVICES, INC.4%
Total $65K2 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

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

403b

Assets$7.9M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY WELFARE BENEFITS PLAN

Fully Insured - HEALTH NET

Premiums$771K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)403b$7.9M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY WELFARE BENEFITS PLANFully InsuredHEALTH NET$771K1452025
Retirement plans
Welfare plans
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