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  2. ENGEN ENTERPRISES VENTURES, INC
Sponsor portfolio

ENGEN ENTERPRISES VENTURES, INC

EIN 95-2995475-restaurants-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$1.3M premiums
Participants
597
31192 LA BAYA DR, SUITE B - WESTLAKE VILLAGE, CA 91362818-991-4174LinkedIn11-50 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$2.5M - 484 part#501Fully Insured-$1.3M - 143 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Other$44K
  • Vision$31K
  • Life$14K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • CENTERED INSURANCE SOLUTIONS, INC.68%
  • CENTERSTONE INSURANCE AND FINANCIAL32%
Total $85K2 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

ENGEN ENTERPRISES VENTURES 401(K) AND PROFIT SHARING PLAN

401k

Assets$2.5M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGEN ENTERPRISES INC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.3M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGEN ENTERPRISES VENTURES 401(K) AND PROFIT SHARING PLAN401k$2.5M4842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGEN ENTERPRISES INC WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.3M1432025
Retirement plans
Welfare plans
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