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  2. PALO ALTO FOUNDATION MEDICAL GROUP
Sponsor portfolio

PALO ALTO FOUNDATION MEDICAL GROUP

EIN 51-0656809-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$2.64B assets
Welfare
2
$18.5M premiums
Participants
5,985
325 DISTEL CIRCLE - LOS ALTOS, CA 94022650-934-3501LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$2.28B - 2,587 part#007CashBalance-$361.7M - 997 part#501Mixed-$18.5M - 2,260 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.64B assets / 3,584 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • GROUP, INC. 401(K) (#001)86%
  • BALANCE PLAN II (#007)14%
Total $2.64BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)2,587
  • BALANCE PLAN II (#007)997
Total 3,584Click row to drill in

Benefits portfolio analytics

2 plans / $18.5M premiums / 2,260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$16.1M
  • Life$14.3M
  • Short-term disability$14.3M
  • Long-term disability$14.3M
  • Stop-loss$1.7M
  • Health$766K
  • +1 more
Total $18.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • STANDARD INSURANCE COMPANY77%
  • WESTPORT INSURANCE CORPORATION9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • CONCERN EAP1%
Total $18.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • VITA INSURANCE ASSOCIATES, INC.76%
  • AGIS NETWORK INSURANCE SERVICE24%
Total $709K2 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

PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

401k

Assets$2.28B
Participants2,587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

PAFMG CASH BALANCE PLAN II

CashBalance

Assets$361.7M
Participants997
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALO ALTO FOUNDATION MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$18.5M
Covered lives2,260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PALO ALTO FOUNDATION MEDICAL GROUP, INC. RETIREE HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN401k$2.28B2,5872024
007PAFMG CASH BALANCE PLAN IICashBalance$361.7M9972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALO ALTO FOUNDATION MEDICAL GROUP, INC. HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$18.5M2,2602025
504PALO ALTO FOUNDATION MEDICAL GROUP, INC. RETIREE HEALTH PLANSelf Funded-$002024
Retirement plans
Welfare plans
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