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  2. TOYOTA OF ORANGE, INC.
Sponsor portfolio

TOYOTA OF ORANGE, INC.

EIN 95-2746122-Latest filing 2025
Plans
2
Retirement
1
$135.1M assets
Welfare
1
$14.7M premiums
Participants
4,172
1400 N . TUSTIN AVE - ORANGE, CA 92867
Plans on this EIN
2 filings
#002401k-$135.1M - 2,106 part#505Fully Insured-$14.7M - 2,066 lives

Benefits portfolio analytics

1 plan / $14.7M premiums / 2,066 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Vision$2.6M
  • Dental$680K
  • Life$505K
  • Short-term disability$413K
  • Long-term disability$351K
  • +1 more
Total $14.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $14.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • ASSUREDPARTNERS62%
  • HOLMES MURPHY & ASSOCIATES38%
  • DULEY BOLWAR & ASSOCIATES INC0%
Total $1.0M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TOYOTA OF ORANGE 401(K) PLAN

401k

Assets$135.1M
Participants2,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TOYOTA OF ORANGE, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - AETNA HEALTH, INC

Premiums$14.7M
Covered lives2,066
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TOYOTA OF ORANGE 401(K) PLAN401k$135.1M2,1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TOYOTA OF ORANGE, INC. FLEXIBLE BENEFIT PLANFully InsuredAETNA HEALTH, INC$14.7M2,0662025
Retirement plans
Welfare plans
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