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Sponsor portfolio

SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM

EIN 95-4482413-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$6.1M assets
Welfare
1
$2.7M premiums
Participants
858
2610 INDUSTRY WAY. SUITE A - LYNWOOD, CA 90262310-631-8004
Plans on this EIN
3 filings
#002ProfitSharing-$3.6M - 250 part#003403b-$2.4M - 345 part#501Fully Insured-$2.7M - 262 lives

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 595 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • REHABILITATION PROGRAM 403(B) (#003)40%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REHABILITATION PROGRAM 403(B) (#003)345
  • PROFIT SHARING PLAN (#002)250
Total 595Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$125K
  • Life$35K
  • Other$35K
  • Vision$18K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • CALIFORNIA PHYSICIANS SERVICE34%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • INSURANCE CLERK38%
  • JERROLD SMITH30%
  • HUB INTERNATIONAL MIDWEST LIMITED22%
  • CAPITAL CITY BENEFITS6%
  • UNLIMITED LIFE INSURANCE SOLUTIONS4%
  • +1 more
Total $184K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN

ProfitSharing

Assets$3.6M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM 403(B) PLAN

403b

Assets$2.4M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.7M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLANProfitSharing$3.6M2502025
003SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM 403(B) PLAN403b$2.4M3452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.7M2622025
Retirement plans
Welfare plans
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