Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$81K
- Life$59K
- Short-term disability$59K
- Vision$20K
- +1 more
Sponsor portfolio
O'CONNOR WOODS HOUSING CORP
EIN 68-0201024hospital & health careLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$2.5M premiums
Participants
665
3400 WAGNER HEIGHTS ROAD - STOCKTON, CA 95209209-956-3428oconnorwoods.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- SUTTER HEALTH PLAN55%
- KAISER FOUNDATION HEALTH PLAN INC41%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- AFLAC1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
89%top
- RELATION INSURANCE INC89%
- RELATION INSURANCE SERVICES OF CA7%
- CENTRO BENEFITS RESEARCH LLC2%
- MARJORIE B. YACOPETTI1%
- PAULINE M. SIMPSON0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
O'CONNOR WOODS 403(B) PLAN
403b
Assets$6.8M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O'CONNOR WOODS HEALTH AND WELFARE PLAN
Fully Insured - SUTTER HEALTH PLAN
Premiums$2.5M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | O'CONNOR WOODS 403(B) PLAN | 403b | $6.8M | 424 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O'CONNOR WOODS HEALTH AND WELFARE PLAN | Fully Insured | SUTTER HEALTH PLAN | $2.5M | 345 | 2025 |
Retirement plans
Welfare plans