Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ORANGEWOOD FOUNDATION
EIN 95-3616628non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$9.7M assets
Welfare
1
$1.8M premiums
Participants
437
1575 E 17TH ST - SANTA ANA, CA 927058506orangewoodfoundation.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 251 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- CPI QUALIFIED PLAN CONSULTANTS, INC90%
- (Not disclosed)10%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 255 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$143K
- Other$134K
- Vision$88K
- Life$88K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- CALIFORNIA PHYSICIANS SERVICE84%
- DELTA DENTAL OF CALIFORNIA8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- HEADSPACE3%
Broker market share
Schedule A broker compensation
86%top
- IMA, INC.86%
- HUB INTERNATIONAL MIDWEST LIMITED14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ORANGEWOOD FOUNDATION 403(B) PLAN
403b
Assets$8.7M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ORANGEWOOD CHILDREN'S FOUNDATION 403B PLAN
MoneyPurchase
Assets$987K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORANGEWOOD FOUNDATION HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.8M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ORANGEWOOD FOUNDATION 403(B) PLAN | 403b | $8.7M | 241 | 2025 | |
| 001 | ORANGEWOOD CHILDREN'S FOUNDATION 403B PLAN | MoneyPurchase | $987K | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORANGEWOOD FOUNDATION HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.8M | 255 | 2025 |
Retirement plans
Welfare plans