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  2. ARETE ASSOCIATES
Sponsor portfolio

ARETE ASSOCIATES

EIN 95-2954108-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$270.8M assets
Welfare
1
$3.1M premiums
Participants
1,494
9301 CORBIN AVE - NORTHRIDGE, CA 91324818-885-2295
Plans on this EIN
3 filings
#002401k-$193.7M - 643 part#003ESOP-$77.1M - 443 part#501Mixed-$3.1M - 580 lives

Retirement portfolio analytics

2 plans aggregated / $270.8M assets / 1,086 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#002)72%
  • EMPLOYEE STOCK OWNERSHIP (#003)28%
Total $270.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • T ROWE PRICE RPS INC72%
  • (Not disclosed)28%
Total $270.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)643
  • EMPLOYEE STOCK OWNERSHIP (#003)443
Total 1,086Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 580 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$456K
  • Life$331K
  • Short-term disability$264K
  • Long-term disability$264K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • PETERSEN INTERNATIONAL UNDERWRITERS0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ACRISURE LLC96%
  • STRAGEGIC NON-MEDICAL SOLUTIONS4%
Total $281K2 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

ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$193.7M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$77.1M
Participants443
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARETE ASSOCIATES WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN401k$193.7M6432024
003ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$77.1M4432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARETE ASSOCIATES WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.1M5802024
Retirement plans
Welfare plans
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