Sponsor portfolio

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

EIN 95-4116679non-profit organization managementLatest filing 2025

Plans

Retirement

$3.7M assets

Welfare

$3.3M premiums

Participants

861

23564 CALABASAS ROAD, SUITE 201 - CALABASAS, CA 91302818-225-9150saveourplanet.orgLinkedIn11-50 employeesnon-profit organization management

Plans on this EIN

2 filings

#001403b-$3.7M - 516 part #501Fully Insured-$3.3M - 350 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$3.1M
Prescription drug$3.1M
Dental$123K
Short-term disability$48K
Life$46K
Other$46K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

74%top

ANTHEM LIFE INSURANCE COMPANY74%
KAISER FOUNDATION HEALTH PLAN INC18%
UNITED OF OMAHA LIFE INSURANCE COMPANY4%
DELTA DENTAL OF CALIFORNIA4%

Broker market share

Schedule A broker compensation

Split broker

43%top

MCGRIFF INSURANCE SERVICES INC43%
MARSH & MCLENNAN AGENCY LLC41%
REUBEN WARNER ASSOCIATES, INC.17%
BB&T INSURANCE SERVICES, INC.0%

Plan deep-dives

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

Retirement#001

SEE 403(B) RETIREMENT PLAN

403b

Assets$3.7M

Participants516

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501