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Sponsor portfolio

MONTEREY SPINE & JOINT, PC

EIN 20-3198788-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$867K premiums
Participants
237
12 UPPER RAGSDALE DRIVE, SUITE A - MONTEREY, CA 93940831-648-7200montereyspine.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$9.9M - 237 part#501Fully Insured-$867K - 156 lives

Benefits portfolio analytics

1 plan / $867K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$795K
  • Prescription drug$795K
  • Dental$45K
  • Vision$45K
  • Other$28K
  • Life$17K
  • +1 more
Total $867K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $867K3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MCGRIFF INSURANCE SERVICES INC58%
  • WELDON G KERR23%
  • MARSH & MCLENNAN AGENCY LLC12%
  • ASSUREDPARTNERS5%
  • BRITTANY LLOYD0%
  • +3 more
Total $65K8 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

MONTEREY SPINE & JOINT, PC 401(K) PLAN

401k

Assets$9.9M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTEREY SPINE & JOINT, PC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIAN'S SERVICE D.B.A. BLUE SHIELD OF CALIFORNIA

Premiums$867K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MONTEREY SPINE & JOINT, PC 401(K) PLAN401k$9.9M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTEREY SPINE & JOINT, PC HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIAN'S SERVICE D.B.A. BLUE SHIELD OF CALIFORNIA$867K1562025
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