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Sponsor portfolio

THOMAS SAFRAN & ASSOCIATES, INC.

EIN 95-3443236-real estate-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$2.8M premiums
Participants
550
11811 SAN VICENTE BLVD. - LOS ANGELES, CA 90049310-820-4888tsahousing.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$18.2M - 300 part#501Fully Insured-$2.8M - 266 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Life$286K
  • Dental$272K
  • Vision$272K
  • Long-term disability$272K
  • Other$63K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • HOLMAN FAMILY COUNSELING, INC.0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • THE BALDWIN GROUP WEST LLC97%
  • VOLUNTARY BENEFIT ADVISORS2%
  • BURNHAM BENEFITS INSURANCE SERVICES1%
  • PACIFIC ADVISORS LLC0%
Total $161K4 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

THOMAS SAFRAN & ASSOCIATES 401(K) PLAN

401k

Assets$18.2M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMAS SAFRAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.8M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THOMAS SAFRAN & ASSOCIATES 401(K) PLAN401k$18.2M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMAS SAFRAN & ASSOCIATES, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.8M2662025
Retirement plans
Welfare plans
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