Plan Snapshot
- Plan Sponsor: United Agribusiness League
- Sponsor EIN: 953514902
- Sponsor Address: 54 CORPORATE PARK, IRVINE, CA, 926065105
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 21,356
- Total Assets: $105.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21,356 | $105.4M | $249.0M | $1.6M |
| 2023 | 21,725 | $86.4M | $238.0M | $1.5M |
| 2022 | 22,168 | $61.7M | $226.4M | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE SHIELD OF CALIFORNIA | Other Service Provider | $5,400,809 | — | $5,400,809 |
| ELITE CORPORATE MEDICAL SERVICES IN | Other Service Provider | $1,833,059 | — | $1,833,059 |
| BRENT EASTMAN INSURANCE SERVICES | Other Service Provider | $1,612,858 | — | $1,612,858 |
| COSTCO HEALTH SOLUTIONS INC | Other Service Provider | $1,304,067 | — | $1,304,067 |
| NIKSSARIAN INSURANCE SERVICES, INC | Other Service Provider | $1,175,516 | — | $1,175,516 |
| MOORE INSURANCE SERVICES, INC | Other Service Provider | $1,049,802 | — | $1,049,802 |
| KEVIN SALTZMAN INC | Other Service Provider | $871,706 | — | $871,706 |
| MORRIS & GARRITANO INSURANCE AGENCY | Other Service Provider | $787,737 | — | $787,737 |
| INTERWEST INSURANCE SERVICES, LLC | Other Service Provider | $702,341 | — | $702,341 |
| RELATION INSURANCE SERVICES | Other Service Provider | $642,592 | — | $642,592 |
| HUB INTERNATIONAL INSURANCE SERVICE | Other Service Provider | $472,552 | — | $472,552 |
| JAMES G PARKER INSURANCE ASSOCIATES | Other Service Provider | $333,934 | — | $333,934 |
| GALLAGHER BENEFIT SERVICES, INC | Investment Advisor | $302,135 | — | $302,135 |
| COOK & ASSOCIATES | Other Service Provider | $273,981 | — | $273,981 |
| THE BACHAN GROUP, LLC | Other Service Provider | $266,916 | — | $266,916 |
| WINTON IRELAND STROM & GREEN INS | Other Service Provider | $253,561 | — | $253,561 |
| GEORGE PETERSEN INSURANCE AGENCY | Other Service Provider | $219,283 | — | $219,283 |
| ERNST CONSULTING SOLUTIONS | Other Service Provider | $204,946 | — | $204,946 |
| PACIFIC COAST BENEFIT INSURANCE | Other Service Provider | $201,899 | — | $201,899 |
| SPRING CARE, INC | Other Service Provider | $195,269 | — | $195,269 |
| ALLIANT INSURANCE SERVICES | Other Service Provider | $190,214 | — | $190,214 |
| LIVONGO HEALTH, INC | Other Service Provider | $185,668 | — | $185,668 |
| MALLOY IMRIE & VASCONI INSURANCE | Other Service Provider | $184,965 | — | $184,965 |
| WLT SOFTWARE | Other Service Provider | $172,937 | — | $172,937 |
| DOUGLAS D. LIGHTLE | Other Service Provider | $170,927 | — | $170,927 |
| LOCKTON-DUNNING SERIES OF LOCKTON C | Other Service Provider | $161,745 | — | $161,745 |
| GRAYBILL INSURANCE AGENCY, INC | Other Service Provider | $160,334 | — | $160,334 |
| MEDEIROS BENEFITS COMPANY, LLC | Other Service Provider | $156,554 | — | $156,554 |
| SWEENEY & SWEENEY INSURANCE, INC | Other Service Provider | $152,529 | — | $152,529 |
| HEALTHCARE INTERACTIVE INC | Other Service Provider | $145,976 | — | $145,976 |
| GCI BENEFITS, LLC | Other Service Provider | $145,042 | — | $145,042 |
| ANDREINI & COMPANY | Other Service Provider | $139,768 | — | $139,768 |
| SINGERLEWAK LLP | Auditor | $139,300 | — | $139,300 |
| LEAVITT CENTRAL COAST INSURANCE | Other Service Provider | $137,419 | — | $137,419 |
| RELATION INSURANCE SERVICES | Other Service Provider | $131,025 | — | $131,025 |
| POWERS-LEAVITT INSURANCE AGENCY | Other Service Provider | $126,645 | — | $126,645 |
| TELADOC INC. | Other Service Provider | $121,062 | — | $121,062 |
| DAVID ERNSTAM FINANCIAL & INSURANCE | Other Service Provider | $115,189 | — | $115,189 |
| WESTERN VALLEY INSURANCE ASSOCIATES | Other Service Provider | $101,826 | — | $101,826 |
| ALLISON COMMERCIAL INSURANCE | Other Service Provider | $97,407 | — | $97,407 |
| BAY & BASIN INSURANCE SERVICES, LLC | Other Service Provider | $93,247 | — | $93,247 |
| PACIFIC DIVERSIFIED INSURANCE | Other Service Provider | $91,765 | — | $91,765 |
| WAKELY CONSULTING GROUP, LLC | Other Service Provider | $91,755 | — | $91,755 |
| FLYNN FINANCIAL & INSURANCE SERVICE | Other Service Provider | $82,091 | — | $82,091 |
| KUHTZ DIEHL INSURANCE & FINANCIAL | Other Service Provider | $74,475 | — | $74,475 |
| PACIFIC AG INSURANCE AGENCY, INC | Other Service Provider | $73,788 | — | $73,788 |
| KEITH W. MORRISON | Other Service Provider | $73,731 | — | $73,731 |
| MARK TIGNER FINANCIAL & INSURANCE | Other Service Provider | $72,572 | — | $72,572 |
| BNKV INSURANCE SOLUTIONS, INC | Other Service Provider | $66,641 | — | $66,641 |
| PAULI-SHAW INSURANCE AGENCY | Other Service Provider | $66,191 | — | $66,191 |
| RICO,PFITZER PIRES EMPLOYEE BENEFIT | Other Service Provider | $65,816 | — | $65,816 |
| MERCER HEALTH & BENEFITS, LLC | Other Service Provider | $65,217 | — | $65,217 |
| SMART DATA SOLUTIONS, INC | Other Service Provider | $62,124 | — | $62,124 |
| THE ROBERT LYNN COMPANY | Other Service Provider | $57,966 | — | $57,966 |
| RICHARD SHELTON INSURANCE MARKETING | Other Service Provider | $56,535 | — | $56,535 |
| WITHROW INSURANCE SERVICES | Other Service Provider | $55,569 | — | $55,569 |
| ASSURED PARTNERS OF CA INSURANCE | Other Service Provider | $53,581 | — | $53,581 |
| FAIR HEALTH, INC. | Other Service Provider | $52,166 | — | $52,166 |
| GDI INSURANCE AGENCY, INC | Other Service Provider | $50,399 | — | $50,399 |
| THOMAS KUNTZ INSURANCE | Other Service Provider | $47,437 | — | $47,437 |
| M&O AGENCIES, INC | Other Service Provider | $46,358 | — | $46,358 |
| WEST INSURANCE BROKERS, INC | Other Service Provider | $45,569 | — | $45,569 |
| LORRIE A. STROUD | Other Service Provider | $45,463 | — | $45,463 |
| NORTH VALLEY INSURANCE SERVICES | Other Service Provider | $45,005 | — | $45,005 |
| VISION SERVICE PLAN | Other Service Provider | $44,922 | — | $44,922 |
| BURNHAM BENEFITS INSURANCE SERVICES | Other Service Provider | $44,384 | — | $44,384 |
| LP INSURANCE SERVICES, LLC | Other Service Provider | $42,417 | — | $42,417 |
| DATAPATH, INC. | Other Service Provider | $41,845 | — | $41,845 |
| SINGLEPOINT INSURANCE SERVICES, INC | Other Service Provider | $40,852 | — | $40,852 |
| JEFF KANE INSURANCE SOLUTIONS, INC | Other Service Provider | $39,686 | — | $39,686 |
| RANDY OLIVEIRA DBA OLIVEIRA INSURAN | Other Service Provider | $37,306 | — | $37,306 |
| MCGRIFF INSURANCE SERVICES, LLC | Other Service Provider | $37,216 | — | $37,216 |
| DENNIS & CAROLIN MIGLIAZZO | Other Service Provider | $34,621 | — | $34,621 |
| KEVIN WRIGHT INSURANCE | Other Service Provider | $30,464 | — | $30,464 |
| PETER W. MLYNAR | Other Service Provider | $29,220 | — | $29,220 |
| GRADIENT AI CORP. | Other Service Provider | $27,000 | — | $27,000 |
| TANA S. ELIZONDO | Other Service Provider | $26,643 | — | $26,643 |
| FIRST DENTAL HEALTH | Other Service Provider | $26,501 | — | $26,501 |
| DOHRMANN, AN ALERA GROUP INSURANCE | Other Service Provider | $26,433 | — | $26,433 |
| CONTEXT HEALTHCARE | Other Service Provider | $26,289 | — | $26,289 |
| STAN SMITH INSURANCE SERVICES | Other Service Provider | $26,073 | — | $26,073 |
| HEFFERNAN INSURANCE BROKERS | Other Service Provider | $25,209 | — | $25,209 |
| TRAVELERS INSURANCE | Other Service Provider | $24,217 | — | $24,217 |
| DI BUDUO & DE FENDIS | Other Service Provider | $23,363 | — | $23,363 |
| CANOPY INSURANCE SERVICES | Other Service Provider | $23,154 | — | $23,154 |
| KINGSBURG INSURANCE AGENCY | Other Service Provider | $23,072 | — | $23,072 |
| CHARISE ANN KINNAMAN | Other Service Provider | $21,727 | — | $21,727 |
| THE SPANISH GROUP LLC | Other Service Provider | $21,220 | — | $21,220 |
| WEST CALLAWAY STOTKA, INC | Other Service Provider | $20,647 | — | $20,647 |
| WATSONVILLE INSURANCE ASSOCIATES | Other Service Provider | $19,847 | — | $19,847 |
| TALON MMS ANALYTICS, INC. | Other Service Provider | $19,187 | — | $19,187 |
| VAN BEURDEN INSURANCE SERVICES, INC | Other Service Provider | $18,811 | — | $18,811 |
| OAKRIDGE CORPORATE HEALTH INSURANCE | Other Service Provider | $18,124 | — | $18,124 |
| FOUNDATION RISK PARTNERS, CORP | Other Service Provider | $17,056 | — | $17,056 |
| SELDON BRUSA INSURANCE AGENCY, INC | Other Service Provider | $16,581 | — | $16,581 |
| SHERRI J. NUNES | Other Service Provider | $16,230 | — | $16,230 |
| DAVID B. CROTHER | Other Service Provider | $15,556 | — | $15,556 |
| INSZONE INSURANCE SERVICES, LLC | Other Service Provider | $15,351 | — | $15,351 |
| NIELSEN & ASSOCIATES INSURANCE | Other Service Provider | $15,079 | — | $15,079 |
| THOMAS R. MEANS, INC | Other Service Provider | $11,754 | — | $11,754 |
| FIND-A-CODE | Other Service Provider | $10,941 | — | $10,941 |
| GLENN COUNTY INSURANCE AGENCY | Other Service Provider | $10,925 | — | $10,925 |
| DISTINCTIVE INSURANCE AND ALERA | Other Service Provider | $10,510 | — | $10,510 |
| ARLAN WOODWARD | Other Service Provider | $10,434 | — | $10,434 |
| C&B INSURANCE SERVICES, INC | Other Service Provider | $10,006 | — | $10,006 |
| WES BRADFORD INS. SALES, INC | Other Service Provider | $9,757 | — | $9,757 |
| KARDEL INSURANCE SERVICES, INC | Other Service Provider | $9,140 | — | $9,140 |
| DOWNEY,CAVADIAS & DEANE, INC | Other Service Provider | $7,838 | — | $7,838 |
| WALTER L. CLARK & ASSOCIATES | Other Service Provider | $7,586 | — | $7,586 |
| MOSS ADAMS, LLP | Other Service Provider | $7,000 | — | $7,000 |
| MICHELLE TASCHLER | Other Service Provider | $6,856 | — | $6,856 |
| ANNE FREDERICKSON THOMPSON | Other Service Provider | $5,826 | — | $5,826 |
| CALIFORNIA DENTAL NETWORK | Other Service Provider | $5,665 | — | $5,665 |
| SLO COAST INSURANCE SERVICES | Other Service Provider | $5,460 | — | $5,460 |
| TOLMAN & WIKER INSURANCE SERVICES | Other Service Provider | $5,393 | — | $5,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC — Investment Advisor
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,648,350
- Estimated Expense Ratio: 22.430% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $31,986,609 | $175,468 | $16,600,000 | $58,801 | — |
| 2023 | $30,518,257 | $133,538 | $15,600,000 | $46,550 | — |
| 2022 | $28,491,035 | $122,223 | $12,722,500 | — | $316,504 |