Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A COMMUNITY OF FRIENDS
EIN 95-4203106Other Services (except Public Administration)Latest filing 2025
Plans
4
Retirement
2
$6.8M assets
Welfare
2
$1.2M premiums
Participants
316
3701 WILSHIRE BLVD STE 700 - LOS ANGELES, CA 900102813213-480-0809
Retirement portfolio analytics
2 plans aggregated / $6.8M assets / 175 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 111 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$52K
- Life$19K
- Long-term disability$19K
- Other$19K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
48%top
- BLUE CROSS OF CALIFORNIA48%
- KAISER FOUNDATION HEALTH PLAN INC45%
- DELTA DENTAL OF CALIFORNIA4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
89%top
- THE BALDWIN GROUP WEST LLC89%
- DAVID J DIMARIA11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS
401k
Assets$6.0M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TAX DEFERRED ANNUITY PLAN OF A COMMUNITY OF FRIENDS
401k
Assets$860K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
A COMMUNITY OF FRIENDS EMPLOYEE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$1.2M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
A COMMUNITY OF FRIENDS - FLEXIBLE BNENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS | 401k | $6.0M | 168 | 2025 | |
| 003 | TAX DEFERRED ANNUITY PLAN OF A COMMUNITY OF FRIENDS | 401k | $860K | 7 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | A COMMUNITY OF FRIENDS EMPLOYEE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $1.2M | 111 | 2025 | |
| 501 | A COMMUNITY OF FRIENDS - FLEXIBLE BNENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans