PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUN VALLEY SPECIALTY HEALTHCARE
Sponsor portfolio

SUN VALLEY SPECIALTY HEALTHCARE

EIN 46-2868318-medical practice-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$748K premiums
Participants
406
10716 LA TUNA CANYON ROAD - SUN VALLEY, CA 91352818-252-5863LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 210 part#501Fully Insured-$748K - 195 lives

Benefits portfolio analytics

1 plan / $748K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$531K
  • Dental$531K
  • Prescription drug$531K
  • Long-term disability$124K
  • Life$93K
  • Short-term disability$87K
  • +2 more
Total $748K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • ANTHEM LIFE INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Total $748K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • HUB INTERNATIONAL MIDWEST LIMITED55%
  • VARIOUS - SEE ATTACHED33%
  • REUBEN WARNER ASSOCIATES, INC.13%
Total $79K3 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

TOTALLY KIDS 401(K) PLAN

401k

Assets$1.1M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN VALLEY SPECIALTY HEALTHCARE WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$748K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOTALLY KIDS 401(K) PLAN401k$1.1M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN VALLEY SPECIALTY HEALTHCARE WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$748K1952025
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