Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$901K
- Prescription drug$901K
- Life$60K
- Other$60K
- Dental$50K
- Long-term disability$50K
- +1 more
Sponsor portfolio
THE TOWBES GROUP
EIN 95-2823837real estateLatest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$961K premiums
Participants
249
6950 HOLLISTER AVENUE, SUITE 200 - GOLETA, CA 93117805-962-2121towbes.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $961K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CALIFORNIA PHYSICIANS SERVICE94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
94%top
- ALLIANT INSURANCE SERVICES, INC.94%
- VARIOUS - SEE ATTACHED6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE TOWBES GROUP SALARY SAVINGS PLAN
401k
Assets$10.5M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE TOWBES GROUP HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$961K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE TOWBES GROUP SALARY SAVINGS PLAN | 401k | $10.5M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE TOWBES GROUP HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $961K | 114 | 2025 |
Retirement plans
Welfare plans