Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$208K
- Vision$208K
- Life$208K
- Long-term disability$208K
- +1 more
Sponsor portfolio
PROVIDENT FUNDING ASSOCIATES, L.P.
EIN 77-0323586financial servicesLatest filing 2025
Plans
2
Retirement
1
$43.6M assets
Welfare
1
$2.1M premiums
Participants
757
1235 NORTH DUTTON AVENUE, SUITE E - SANTA ROSA, CA 95401650-652-1300provident.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 767 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- AETNA LIFE INSURANCE COMPANY67%
- KAISER FOUNDATION HEALTH PLAN INC23%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
68%top
- BAY HEALTH INSURANCE AGENCY, INC.68%
- ASSUREDPARTNERS32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROVIDENT FUNDING 401(K) PLAN
401k
Assets$43.6M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROVIDENT FUNDING ASSOCIATES CONSOLIDATED WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.1M
Covered lives767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROVIDENT FUNDING 401(K) PLAN | 401k | $43.6M | 431 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROVIDENT FUNDING ASSOCIATES CONSOLIDATED WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.1M | 767 | 2025 |
Retirement plans
Welfare plans