Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.3M
- Prescription drug$9.3M
- Dental$297K
- Other$99K
- Long-term disability$60K
- Life$44K
- +1 more
Sponsor portfolio
PRIMA MEDICAL FOUNDATION
EIN 27-1376321Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$9.8M premiums
Participants
854
100B DRAKES LANDING RD, STE NBR 190 - GREENBRAE, CA 94904415-842-5013
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.8M premiums / 583 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- PREMIER ACCESS INSURANCE COMPANY3%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
- STANDARD INSURANCE COMPANY0%
- RELIASTAR LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- MCGRIFF INSURANCE SERVICES INC99%
- ALTERITY BROKER SOLUTIONS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$11.7M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRIMA MEDICAL FOUNDATION EMPLOYEE WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$9.8M
Covered lives583
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $11.7M | 506 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRIMA MEDICAL FOUNDATION EMPLOYEE WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $9.8M | 583 | 2024 |
Retirement plans
Welfare plans