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Sponsor portfolio

THE EZRALOW COMPANY, LLC

EIN 95-4609011-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$3.4M premiums
Participants
873
23622 CALABASAS ROAD STE 200 - CALABASAS, CA 91302818-223-3500
Plans on this EIN
2 filings
#003401k-$19.8M - 557 part#501Fully Insured-$3.4M - 334 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.2M
  • Vision$3.2M
  • Prescription drug$3.2M
  • Other$126K
  • Life$79K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CALIFORNIA PHYSICIANS SERVICE94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • JD GILMOUR & CO INC87%
  • BENEFITS AMERICA INSURANCE SERVICES11%
  • ROBERT MICHAEL WOODS2%
Total $225K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE EZRALOW COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$19.8M
Participants557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EZRALOW COMPANY, LLC WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.4M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE EZRALOW COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$19.8M5572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EZRALOW COMPANY, LLC WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$3.4M3342025
Retirement plans
Welfare plans
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