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Sponsor portfolio

PETALUMA HEALTH CENTER

EIN 68-0437840-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$41.0M assets
Welfare
1
$4.2M premiums
Participants
1,266
1179 NORTH MCDOWELL BOULEVARD - PETALUMA, CA 94954707-559-7500phealthcenter.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$41.0M - 748 part#501Fully Insured-$4.2M - 535 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Other$611K
  • Dental$592K
  • Life$592K
  • Long-term disability$592K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • WESTERN HEALTH ADVANTAGE36%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • SUTTER HEALTH PLAN5%
  • VISION SERVICE PLAN1%
  • +2 more
Total $4.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • RSC INSURANCE BROKERAGE INC72%
  • SELMAN & COMPANY, LLC28%
  • MICHAEL C WALKER0%
  • KEN P. MCGRATH0%
  • BENJAMIN R. WERTHIMER0%
  • +3 more
Total $108K8 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

PETALUMA HEALTH CENTER 401(K) PLAN & TRUST

401k

Assets$41.0M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETALUMA HEALTH CENTER HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.2M
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PETALUMA HEALTH CENTER 401(K) PLAN & TRUST401k$41.0M7482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETALUMA HEALTH CENTER HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$4.2M5352025
Retirement plans
Welfare plans
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