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Sponsor portfolio

SHASTA ORTHOPAEDICS & SPORTS MEDICINE

EIN 68-0310525-medical practice-Latest filing 2025
Plans
4
Retirement
1
$12.0M assets
Welfare
3
$1.2M premiums
Participants
97
1255 LIBERTY STREET - REDDING, CA 96001530-319-4119LinkedIn51-200 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$12.0M - 97 part#502Fully Insured-$1.2M - 113 lives#504Fully Insured-$16K - 107 lives#501Fully Insured-$2K - 104 lives

Benefits portfolio analytics

3 plans / $1.2M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$2K
  • Other$2K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • INTERWEST INSURANCE SERVICES, LLC73%
  • AMWINS27%
Total $85K2 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

SHASTA ORTHOPAEDICS & SPORTS MEDICINE, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$12.0M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHASTA ORTHOPAEDICS & SPORTS MEDICINE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.2M
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MASA

Fully Insured - MEDICAL AIR SERVICES ASSOCIATION, INC.

Premiums$16K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SHASTA ORTHOPAEDICS & SPORTS MEDICINE HEALTH AND WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHASTA ORTHOPAEDICS & SPORTS MEDICINE, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$12.0M972024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHASTA ORTHOPAEDICS & SPORTS MEDICINE HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.2M1132025
504MASAFully InsuredMEDICAL AIR SERVICES ASSOCIATION, INC.$16K1072025
501SHASTA ORTHOPAEDICS & SPORTS MEDICINE HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$2K1042025
Retirement plans
Welfare plans
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