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Sponsor portfolio

REGENCY ENTERPRISES, INCORPORATED

EIN 95-3601775-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$1.6M premiums
Participants
452
9261 JORDAN AVENUE - CHATSWORTH, CA 91311818-901-0255
Plans on this EIN
2 filings
#001401k-$28.1M - 286 part#501Fully Insured-$1.6M - 283 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Vision$1.6M
  • Health$1.5M
  • Prescription drug$1.5M
  • Other$157K
  • Life$157K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • +1 more
Total $1.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • PCF INSURANCE SERVICES OF THE WEST0%
  • MICHAEL SHEETS0%
  • BROWN & BROWN INSURANCE SERVICES0%
  • BENEFIT ADVISORS NETWORK LLC0%
Total $99K5 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

REGENCY ENTERPRISES 401(K) SAVINGS & INVESTMENT PLAN TRUST

401k

Assets$28.1M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REGENCY SUPPLY

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.6M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGENCY ENTERPRISES 401(K) SAVINGS & INVESTMENT PLAN TRUST401k$28.1M2862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REGENCY SUPPLYFully InsuredBLUE CROSS OF CALIFORNIA$1.6M2832025
Retirement plans
Welfare plans
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