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Sponsor portfolio

TOYOTALIFT, INC.

EIN 95-2834893-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$200K premiums
Participants
258
PB 710280 - SANTEE, CA 92072619-562-5438
Plans on this EIN
2 filings
#001401k-$6.8M - 142 part#501Fully Insured-$200K - 129 lives

Benefits portfolio analytics

1 plan / $200K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$195K
  • Prescription drug$195K
  • Dental$9K
  • Life$486
  • Other$486
Total $200K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITEDHEALTHCARE INSURANCE COMPANY69%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
  • SIMNSA2%
  • AETNA LIFE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
  • +1 more
Total $200K6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ALLIANT INSURANCE SERVICES, INC.89%
  • REUBEN WARNER ASSOCIATES, INC.11%
Total $12K2 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

TOYOTALIFT, INC. 401(K) PLAN

401k

Assets$6.8M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOYOTALIFT, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE OF CALIFORNIA

Premiums$200K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOYOTALIFT, INC. 401(K) PLAN401k$6.8M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOYOTALIFT, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE OF CALIFORNIA$200K1292025
Retirement plans
Welfare plans
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