Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Prescription drug$1.7M
- Vision$1.6M
- Life$21K
- Other$21K
Sponsor portfolio
TERRA VISTA MANAGEMENT, INC.
EIN 95-4489844recreational facilities and servicesLatest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.7M premiums
Participants
439
445 MARINE VIEW AVENUE, SUITE 110 - DEL MAR, CA 92014858-248-6907terravistamgmt.comLinkedIn11-50 employeesrecreational facilities and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CALIFORNIA PHYSICIANS SERVICE90%
- SIMNSA9%
- STANDARD INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$11.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TERRA VISTA MANAGEMENT INC. GROUP INSURANCE
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.7M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $11.6M | 265 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TERRA VISTA MANAGEMENT INC. GROUP INSURANCE | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.7M | 172 | 2025 |
Retirement plans
Welfare plans