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Sponsor portfolio

PEACH TREE HEALTHCARE

EIN 68-0371679-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
$599K premiums
Participants
927
1114 YUBA STREET, SUITE 220 - MARYSVILLE, CA 95901530-741-6245pickpeach.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$10.0M - 485 part#001ProfitSharing-$2.2M - 208 part#501Fully Insured-$599K - 369 lives

Retirement portfolio analytics

2 plans aggregated / $12.2M assets / 693 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • TREE HEALTHCARE 403(B) (#002)82%
  • HEALTHCARE RETIREMENT PLAN (#001)18%
Total $12.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TREE HEALTHCARE 403(B) (#002)485
  • HEALTHCARE RETIREMENT PLAN (#001)208
Total 693Click row to drill in

Benefits portfolio analytics

1 plan / $599K premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$476K
  • Health$305K
  • Dental$171K
  • Other$112K
  • Life$63K
  • Short-term disability$63K
  • +1 more
Total $599K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • AETNA LIFE INSURANCE COMPANY29%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • AFLAC8%
  • EYEMED VISION CARE2%
Total $599K5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • REUBEN WARNER ASSOCIATES, INC.4%
Total $58K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PEACH TREE HEALTHCARE 403(B) PLAN

403b

Assets$10.0M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PEACH TREE HEALTHCARE RETIREMENT PLAN

ProfitSharing

Assets$2.2M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEACH TREE HEALTHCARE WRAP BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$599K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PEACH TREE HEALTHCARE 403(B) PLAN403b$10.0M4852024
001PEACH TREE HEALTHCARE RETIREMENT PLANProfitSharing$2.2M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEACH TREE HEALTHCARE WRAP BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$599K3692025
Retirement plans
Welfare plans
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