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  2. TECOLOTE RESEARCH, INC.
Sponsor portfolio

TECOLOTE RESEARCH, INC.

EIN 95-2834773-management consulting-Latest filing 2025
Plans
3
Retirement
2
$555.5M assets
Welfare
1
$18.3M premiums
Participants
2,666
420 S. FAIRVIEW AVENUE, SUITE 201 - GOLETA, CA 931173654805-571-6366tecolote.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
3 filings
#001ESOP-$345.7M - 882 part#002MoneyPurchase-$209.9M - 945 part#501Fully Insured-$18.3M - 823 lives

Retirement portfolio analytics

2 plans aggregated / $555.5M assets / 1,827 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEE STOCK OWNERSHIP (#001)62%
  • MONEY PURCHASE PENSION (#002)38%
Total $555.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • (Not disclosed)62%
  • CHARLES SCHWAB & CO., INC.38%
Total $555.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#002)945
  • EMPLOYEE STOCK OWNERSHIP (#001)882
Total 1,827Click row to drill in

Benefits portfolio analytics

1 plan / $18.3M premiums / 823 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.8M
  • Prescription drug$16.8M
  • Dental$762K
  • Life$419K
  • Long-term disability$137K
  • Short-term disability$97K
  • +2 more
Total $18.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CALIFORNIA PHYSICIANS SERVICE92%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $18.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $5431 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

TECOLOTE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$345.7M
Participants882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$209.9M
Participants945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TECOLOTE RESEARCH HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$18.3M
Covered lives823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TECOLOTE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$345.7M8822025
002TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$209.9M9452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TECOLOTE RESEARCH HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$18.3M8232024
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