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Sponsor portfolio

INTERFAITH COMMUNITY SERVICES, INC.

EIN 95-3837714-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$7.7M assets
Welfare
1
$4.6M premiums
Participants
718
550 W WASHINGTON AVE STE B - ESCONDIDO, CA 920251643760-489-6380interfaithservices.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$7.4M - 529 part#002401k-$318K - 3 part#501Fully Insured-$4.6M - 269 lives

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 532 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • COMMUNITY SERVICES, INC. (#001)96%
  • COMMUNITY SERVICES, INC. (#002)4%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES, INC. (#001)529
  • COMMUNITY SERVICES, INC. (#002)3
Total 532Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$2.4M
  • Vision$2.4M
  • Prescription drug$2.4M
  • Life$40K
  • Long-term disability$23K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $4.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $246K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INTERFAITH COMMUNITY SERVICES, INC.

401k

Assets$7.4M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTERFAITH COMMUNITY SERVICES, INC.

401k

Assets$318K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERFAITH COMMUNITY SERVICES HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.6M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INTERFAITH COMMUNITY SERVICES, INC.401k$7.4M5292024
002INTERFAITH COMMUNITY SERVICES, INC.401k$318K32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERFAITH COMMUNITY SERVICES HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.6M2692025
Retirement plans
Welfare plans
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