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Sponsor portfolio

ALMA FAMILY SERVICES

EIN 95-2959331-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$2.8M premiums
Participants
535
900 CORPORATE CENTER DR STE 350 - MONTEREY PARK, CA 917547620323-526-4016almafamilyservices.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$8.9M - 336 part#501Fully Insured-$2.8M - 240 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Vision$2.6M
  • Dental$121K
  • Long-term disability$20K
  • Life$14K
  • Other$14K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • KAISER FOUNDATION HEALTH PLAN INC94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • FOUNDATION RISK PARTNERS CORP92%
  • STRATEGIC INSURANCE PARTNERS, LLC4%
  • BROWN & BROWN INSURANCE SERVICES4%
Total $160K3 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

403(B) THRIFT PLAN FOR EMPLOYEES OF ALMA FAMILY SERVICES

403b

Assets$8.9M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALMA FAMILY SERVICES HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.8M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF ALMA FAMILY SERVICES403b$8.9M3362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALMA FAMILY SERVICES HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.8M2402025
Retirement plans
Welfare plans
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