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Sponsor portfolioTH

OLE HEALTH

EIN 23-7221695-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$58.0M assets
Welfare
1
$7.1M premiums
Participants
1,875
141 PEAR TREE LANE, SUITE 100, NAPA, STE 300 - NAPA, CA 945586484707-266-5775LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#001403b-$58.0M - 1,055 part#502Mixed-$7.1M - 753 lives

Benefits portfolio analytics

1 plan / $7.1M premiums / 753 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Prescription drug$6.8M
  • Life$308K
  • Short-term disability$308K
  • Long-term disability$308K
  • Other$308K
Total $7.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • SUTTER HEALTH PLAN27%
  • WESTERN HEALTH ADVANTAGE12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $7.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HUB INTERNATIONAL MIDWEST LIMITED85%
  • ADP INC15%
Total $25K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OLE HEALTH 403(B) PLAN

403b

Assets$58.0M
Participants1,055
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OLE HEALTH DBA COMMUNICARE OLE

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$7.1M
Covered lives753
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLE HEALTH 403(B) PLAN403b$58.0M1,0552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OLE HEALTH DBA COMMUNICARE OLEMixedKAISER FOUNDATION HEALTH PLAN, INC.$7.1M7532025
Retirement plans
Welfare plans
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