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Sponsor portfolio

COMMUNITY RESEARCH FOUNDATION

EIN 95-3248148-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$46.1M assets
Welfare
1
$6.4M premiums
Participants
2,498
1202 MORENA BLVD, SUITE 100 - SAN DIEGO, CA 92110619-275-0822comresearch.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$46.1M - 1,746 part#502Fully Insured-$6.4M - 1,000 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 1,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.7M
  • Health$5.7M
  • Prescription drug$5.7M
  • Vision$241K
  • Life$224K
  • Short-term disability$170K
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED HEALTHCARE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • MEDIEXCEL HEALTH PLAN2%
  • AFLAC1%
  • +2 more
Total $6.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • PATRIOT GROWTH INSURANCE SERVICES96%
  • VARIOUS - SEE ATTACHED3%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $373K3 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

COMMUNITY RESEARCH FOUNDATION RETIREMENT SAVINGS PLAN

403b

Assets$46.1M
Participants1,746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMMUNITY RESEARCH FOUNDATION GROUP BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY RESEARCH FOUNDATION RETIREMENT SAVINGS PLAN403b$46.1M1,7462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMMUNITY RESEARCH FOUNDATION GROUP BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$6.4M1,0002025
Retirement plans
Welfare plans
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