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Sponsor portfolio

MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC.

EIN 95-3140767-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$3.5M premiums
Participants
832
1400 JOHNSON AVENUE, SUITE 101 - EL CAJON, CA 92020619-442-0277LinkedIn11-50 employees
Plans on this EIN
2 filings
#001403b-$7.0M - 460 part#501Fully Insured-$3.5M - 437 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Dental$135K
  • Life$27K
  • Other$27K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SHARP HEALTH PLAN95%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $186K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MCALISTER BENEFIT PLAN

403b

Assets$7.0M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCALISTER INSTITUTE FOR TREATMENT AND EDUCATION, INC. WELFARE BENEFITS PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$3.5M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCALISTER BENEFIT PLAN403b$7.0M4602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCALISTER INSTITUTE FOR TREATMENT AND EDUCATION, INC. WELFARE BENEFITS PLANFully InsuredSHARP HEALTH PLAN$3.5M4372025
Retirement plans
Welfare plans
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