Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLLINS + COLLINS, LLP
EIN 95-3948952entertainmentLatest filing 2025
Plans
3
Retirement
2
$23.8M assets
Welfare
1
$1.8M premiums
Participants
364
790 E. COLORADO BLVD., SUITE 600 - PASADENA, CA 91101626-243-1100yelp.com/biz/collins-music-and-collectibles-suisun-cityLinkedIn1-10 employeesentertainment
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $23.8M assets / 228 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
84%top
- THE VANGUARD GROUP, INC.84%
- (Not disclosed)16%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 225 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$689K
- Vision$689K
- Life$65K
- Long-term disability$65K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- AETNA LIFE INSURANCE COMPANY78%
- KAISER FOUNDATION HEALTH PLAN INC18%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
Broker market share
Schedule A broker compensation
55%top
- IMA, INC.55%
- HUB INTERNATIONAL MIDWEST LIMITED44%
- CENTRO BENEFITS RESEARCH LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
COLLINS + COLLINS 401(K) PROFIT SHARING PLAN
401k
Assets$20.1M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COLLINS + COLLINS, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$3.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLLINS + COLLINS, LLP WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.8M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | COLLINS + COLLINS 401(K) PROFIT SHARING PLAN | 401k | $20.1M | 165 | 2024 | |
| 005 | COLLINS + COLLINS, LLP CASH BALANCE PENSION PLAN | CashBalance | $3.7M | 63 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLLINS + COLLINS, LLP WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.8M | 225 | 2025 |
Retirement plans
Welfare plans