Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$196K
- Vision$179K
- Dental$171K
- Life$171K
- +2 more
Sponsor portfolio
BARTA - SCHOENEWALD, INC. ADVANCED MOTION CONTROLS
EIN 95-4188955Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$1.3M premiums
Participants
371
3805 CALLE TECATE - CAMARILLO, CA 93012805-389-1935
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- BLUE CROSS OF CALIFORNIA56%
- KAISER FOUNDATION HEALTH PLAN INC29%
- METROPOLITAN LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
86%top
- EDGEWOOD PARTNERS INSURANCE CENTER86%
- PROFESSION GROUP PLANS9%
- EDGWOOD PARTNERS INSURANCE CENTER2%
- PROFESSIONAL GROUP PLANS INC2%
- PROFESSIONALS GROUP PLANS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED MOTION CONTROLS 401(K) PLAN
401k
Assets$18.8M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARTA-SCHOENEWALD, INC.
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.3M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED MOTION CONTROLS 401(K) PLAN | 401k | $18.8M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARTA-SCHOENEWALD, INC. | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.3M | 221 | 2025 |
Retirement plans
Welfare plans