PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROUTE 92 MEDICAL, INC.
Sponsor portfolio

ROUTE 92 MEDICAL, INC.

EIN 27-1721502-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$4.6M premiums
Participants
418
155 BOVET ROAD SUITE 100 - SAN MATEO, CA 94402650-468-6098
Plans on this EIN
2 filings
#001401k-$11.2M - 216 part#501Fully Insured-$4.6M - 467 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Other$550K
  • Dental$534K
  • Vision$534K
  • Life$534K
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • DIGITAL INSURANCE LLC71%
  • BEERE & PURVES INC18%
  • BROWN & BROWN INSURANCE SERVICES10%
  • LONG TERM CARE SOLUTIONS, INC.1%
Total $371K4 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

ROUTE 92 MEDICAL, INC. 401(K)

401k

Assets$11.2M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROUTE 92 MEDICAL, INC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.6M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROUTE 92 MEDICAL, INC. 401(K)401k$11.2M2162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROUTE 92 MEDICAL, INC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.6M4672025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica