Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DELTA STAR, INC.
EIN 25-1586168hospital & health careLatest filing 2025
Plans
3
Retirement
2
$489.3M assets
Welfare
1
$6.9M premiums
Participants
2,413
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $489.3M assets / 1,376 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.9M premiums / 1,555 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Prescription drug$5.8M
- Life$703K
- Short-term disability$703K
- Long-term disability$703K
- Other$703K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- KAISER FOUNDATION HEALTH PLAN INC84%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
- DELTA DENTAL OF CALIFORNIA4%
- AMERITAS LIFE INSURANCE CORP.2%
Broker market share
Schedule A broker compensation
54%top
- MARSH & MCLENNAN AGENCY LLC54%
- MCGRIFF INSURANCE SERVICES INC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DELTA STAR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$446.8M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DELTA STAR, INC. 401(K) RETIREMENT PLAN
401k
Assets$42.5M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
DELTA STAR, INC. GROUP WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$6.9M
Covered lives1,555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DELTA STAR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $446.8M | 400 | 2024 | |
| 005 | DELTA STAR, INC. 401(K) RETIREMENT PLAN | 401k | $42.5M | 976 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | DELTA STAR, INC. GROUP WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $6.9M | 1,555 | 2025 |
Retirement plans
Welfare plans