PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GLEN IVY HOT SPRINGS
Sponsor portfolio

GLEN IVY HOT SPRINGS

EIN 95-3106361-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$890K premiums
Participants
476
25000 GLEN IVY ROAD - CORONA, CA 92883951-277-3529libertyrealtymasters.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$4.5M - 314 part#501Fully Insured-$890K - 183 lives

Benefits portfolio analytics

1 plan / $890K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$799K
  • Prescription drug$799K
  • Life$91K
  • Other$91K
  • Dental$69K
  • Vision$69K
  • +1 more
Total $890K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $890K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • THE BALDWIN GROUP WEST LLC96%
  • VOLUNTARY BENEFIT ADVISORS4%
  • PACIFIC ADVISORS LLC0%
Total $52K3 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

GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN

401k

Assets$4.5M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GLEN IVY HOT SPRINGS SPA WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN

Premiums$890K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN401k$4.5M3142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GLEN IVY HOT SPRINGS SPA WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN$890K1832025
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