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Sponsor portfolio

COMMUNITY PSYCHIATRY MANAGEMENT, LLC

EIN 47-4528472-Latest filing 2025
Plans
2
Retirement
1
$64.5M assets
Welfare
1
$407K premiums
Participants
2,514
3835 NORTH FREEWAY BLVD., SUITE 100 - SACRAMENTO, CA 95834916-576-7902
Plans on this EIN
2 filings
#001401k-$64.5M - 2,014 part#501Mixed-$407K - 497 lives

Benefits portfolio analytics

1 plan / $407K premiums / 497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$407K
  • Life$316K
  • Short-term disability$271K
  • Long-term disability$271K
Total $407K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA78%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Total $407K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • WILLIS TOWERS WATSON US LLC93%
  • CHRISTA G AUFDEMBERG INC6%
  • FILICE INSURANCE AGENCY0%
  • ALLIANT INSURANCE SERVICES, INC.0%
  • MARY THERESA FISHER0%
Total $51K5 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

MINDPATH HEALTH RETIREMENT PLAN

401k

Assets$64.5M
Participants2,014
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY PSYCHIATRY MANAGEMENT, LLC WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$407K
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MINDPATH HEALTH RETIREMENT PLAN401k$64.5M2,0142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY PSYCHIATRY MANAGEMENT, LLC WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$407K4972025
Retirement plans
Welfare plans
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