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Sponsor portfolio

SOCIAL MODEL RECOVERY SYSTEMS

EIN 95-4079133-mental health care-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$1.9M premiums
Participants
571
223 EAST ROWLAND STREET - COVINA, CA 91723626-332-3145socialmodelrecovery.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001401k-$4.0M - 346 part#501Fully Insured-$1.9M - 234 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$131K
  • Long-term disability$131K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CALIFORNIA PHYSICIANS SERVICE93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $104K1 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

THE 401(K) PROFIT SHARING PLAN OF SOCIAL MODEL RECOVERY SYSTEMS, INC.

401k

Assets$4.0M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOCIAL MODEL RECOVERY SYSTEMS WRAP BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.9M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE 401(K) PROFIT SHARING PLAN OF SOCIAL MODEL RECOVERY SYSTEMS, INC.401k$4.0M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOCIAL MODEL RECOVERY SYSTEMS WRAP BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.9M2342025
Retirement plans
Welfare plans
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