Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$981K
- Other$114K
- Long-term disability$99K
- Life$56K
- Short-term disability$54K
Sponsor portfolioTH
ITERIS, INC.
EIN 95-2588496Latest filing 2025
Plans
2
Retirement
1
$97.8M assets
Welfare
1
$1.3M premiums
Participants
1,244
1700 CARNEGIE AVENUE, SUITE 100 - SANTA ANA, CA 92705949-270-9400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- KAISER FOUNDATION HEALTH PLAN INC74%
- RELIANCE STANDARD LIFE INSURANCE COMPANY20%
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN5%
- ZURICH AMERICAN INSURANCE COMPANY0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- A.C. NEWMAN & CO INS CORRESPONDENTS1%
- IMA, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN
ESOP
Assets$97.8M
Participants749
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ITERIS, INC. WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$1.3M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | ESOP | $97.8M | 749 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ITERIS, INC. WELFARE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $1.3M | 485 | 2025 |
Retirement plans
Welfare plans