Assets by plan
Share of aggregate retirement assets
Filings through .
A Community of Friends
EIN 95-4203106Other Services (except Public Administration)Latest filing 2025
Plans
4
Retirement
2
$7.0M assets
Health & Benefits
2
$1.2M premiums
Participants
316
3701 WILSHIRE BLVD STE 700 - LOS ANGELES, CA 900102813213-480-0809
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $7.0M assets / 175 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 111 covered lives
Coverage 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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS
401(k)
Assets$6.0M
Participants168
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TAX DEFERRED ANNUITY PLAN OF A COMMUNITY OF FRIENDS
401(k)
Assets$1.1M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
A COMMUNITY OF FRIENDS EMPLOYEE BENEFIT PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$1.2M
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
A COMMUNITY OF FRIENDS - FLEXIBLE BNENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS | 401(k) | $6.0M | 168 | 2025 |
| #003 | TAX DEFERRED ANNUITY PLAN OF A COMMUNITY OF FRIENDS | 401(k) | $1.1M | 7 | 2025 |
- #002 · 401(k) · 2025168
- #003 · 401(k) · 20257
Health & Benefits plans
2 plans on this EIN
| 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 |
- #502 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · 2025111
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans