Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CASA COLINA, INC.
EIN 95-3655256hospital & health careLatest filing 2025
Plans
3
Retirement
2
$66.2M assets
Welfare
1
$6.2M premiums
Participants
3,204
255 E. BONITA AVENUE - POMONA, CA 91767909-596-7733casacolina.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $66.2M assets / 2,329 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.2M premiums / 1,049 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Prescription drug$5.5M
- Dental$457K
- Life$94K
- Long-term disability$68K
- Vision$67K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASA COLINA, INC. 403(B) RETIREMENT PLAN
403b
Assets$54.6M
Participants1,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASA COLINA, INC. RETIREMENT PLAN
ProfitSharing
Assets$11.6M
Participants1,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASA COLINA, INC. EMPLOYEE HEALTH BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$6.2M
Covered lives1,049
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASA COLINA, INC. 403(B) RETIREMENT PLAN | 403b | $54.6M | 1,327 | 2024 | |
| 001 | CASA COLINA, INC. RETIREMENT PLAN | ProfitSharing | $11.6M | 1,002 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASA COLINA, INC. EMPLOYEE HEALTH BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $6.2M | 1,049 | 2025 |
Retirement plans
Welfare plans