PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RAVI PATEL MD. INC.
Sponsor portfolio

RAVI PATEL MD. INC.

EIN 77-0356364-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$2.1M premiums
Participants
495
6501 TRUXTUN AVE. - BAKERSFIELD, CA 93309661-862-7125cbccusa.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$25.4M - 310 part#502Fully Insured-$2.1M - 292 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.3M
  • Dental$171K
  • Vision$171K
  • Life$36K
  • Other$36K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • JAMES W. COLLIER INSURANCE AGENCY74%
  • AMWINS19%
  • REUBEN WARNER ASSOCIATES, INC.7%
Total $131K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CBCC 401(K) PROFIT SHARING PLAN

401k

Assets$25.4M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RAVI PATEL MD. INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$2.1M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CBCC 401(K) PROFIT SHARING PLAN401k$25.4M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RAVI PATEL MD. INC. HEALTH & WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$2.1M2922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica