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Sponsor portfolio

PRIVATE HEALTH MANAGEMENT INC

EIN 26-0182097-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$2.3M premiums
Participants
333
330 N BRAND BLVD, STE 700 - GLENDALE, CA 91203310-248-4000privatehealth.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.8M - 158 part#501Fully Insured-$2.3M - 303 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Other$307K
  • Dental$268K
  • Vision$268K
  • Life$268K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • THE BALDWIN GROUP WEST LLC99%
  • CLAREMONT BUSINESS GROUP1%
Total $159K2 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

PRIVATE HEALTH MANAGEMENT INC.

401k

Assets$3.8M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIVATE HEALTH MANAGEMENT INC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$2.3M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIVATE HEALTH MANAGEMENT INC.401k$3.8M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIVATE HEALTH MANAGEMENT INC HEALTH AND WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$2.3M3032025
Retirement plans
Welfare plans
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