Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.7M
- Life$76K
- Short-term disability$76K
- Other$76K
- Long-term disability$30K
Sponsor portfolio
NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY
EIN 68-0317185medical practiceLatest filing 2024
Plans
4
Retirement
1
$16.3M assets
Welfare
3
$1.8M premiums
Participants
1,146
Benefits portfolio analytics
3 plans / $1.8M premiums / 374 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- KAISER FOUNDATION HEALTH PLAN INC59%
- SUTTER HEALTH PLAN23%
- WESTERN HEALTH ADVANTAGE14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
92%top
- USI INSURANCE SERVICES LLC92%
- DIGITAL INSURANCE LLC4%
- PAMELA KAY LONG2%
- ONE SOURCE ADVISORS INC1%
- GRAND GUILLORY0%
- +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#001
PARADISE VALLEY ESTATES 401(K) RETIREMENT PLAN
401k
Assets$16.3M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PARADISE VALLEY ESTATES HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.7M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
PARADISE VALLEY ESTATES LIFE PLAN
Fully Insured - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$76K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PARADISE VALLEY ESTATES DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PARADISE VALLEY ESTATES 401(K) RETIREMENT PLAN | 401k | $16.3M | 444 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PARADISE VALLEY ESTATES HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.7M | 122 | 2024 | |
| 504 | PARADISE VALLEY ESTATES LIFE PLAN | Fully Insured | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $76K | 252 | 2024 | |
| 503 | PARADISE VALLEY ESTATES DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans