PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMPANY 3 / METHOD INC.
Sponsor portfolio

COMPANY 3 / METHOD INC.

EIN 95-3034570-Latest filing 2025
Plans
2
Retirement
1
$216.5M assets
Welfare
1
$11.9M premiums
Participants
2,841
3401 EXPOSITION BOULEVARD - SANTA MONICA, CA 90404310-434-6000
Plans on this EIN
2 filings
#001401k-$216.5M - 2,237 part#501Fully Insured-$11.9M - 986 lives

Benefits portfolio analytics

1 plan / $11.9M premiums / 986 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Prescription drug$11.2M
  • Dental$7.5M
  • Other$637K
  • Short-term disability$528K
  • Life$521K
  • +2 more
Total $11.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AETNA LIFE INSURANCE COMPANY81%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
  • +1 more
Total $11.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • LOCKTON COMPANIES, LLC9%
Total $194K2 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

COMPANY 3 / METHOD 401(K) PLAN

401k

Assets$216.5M
Participants2,237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPANY 3 / METHOD INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$11.9M
Covered lives986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPANY 3 / METHOD 401(K) PLAN401k$216.5M2,2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPANY 3 / METHOD INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$11.9M9862025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica