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Sponsor portfolio

JONI AND FRIENDS

EIN 95-3402002-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$2.2M premiums
Participants
480
30009 LADYFACE COURT - AGOURA HILLS, CA 91301818-707-5664joniandfriends.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$6.0M - 266 part#501Mixed-$2.2M - 311 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$236K
  • Vision$19K
Total $2.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • ANTHEM LIFE INSURANCE COMPANY73%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • CALIFORNIA PHYSICIANS SERVICE10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BB&H BENEFIT DESIGNS99%
  • LEAVITT GROUP1%
Total $130K2 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

JONI AND FRIENDS 401(K) PLAN

401k

Assets$6.0M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JONI AND FRIENDS EMPLOYEE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$2.2M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JONI AND FRIENDS 401(K) PLAN401k$6.0M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JONI AND FRIENDS EMPLOYEE BENEFIT PLANMixedANTHEM BLUE CROSS$2.2M3112025
Retirement plans
Welfare plans
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