PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CARDIOVASCULAR ASSOCIATES INC
Sponsor portfolio

CARDIOVASCULAR ASSOCIATES INC

EIN 77-0364232-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$1.3M premiums
Participants
358
1313 E HERNDON AVE, SUITE 102 - FRESNO, CA 93720559-439-6808LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$12.1M - 195 part#501Fully Insured-$1.3M - 163 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$194K
  • Dental$190K
  • Vision$190K
  • Life$190K
  • Short-term disability$190K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • ANTHEM LIFE INSURANCE COMPANY85%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
  • HALCYON BEHAVIORAL, LLC0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • PATRIOT GROWTH INSURANCE SERVICES90%
  • CENTERSTONE INSURANCE AND FINANCIAL10%
  • HORSTMANN FINANCIAL & INSURANCE SER0%
Total $89K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARDIOVASCULAR ASSOCIATES, INC. 401(K) PLAN

401k

Assets$12.1M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARDIOVASCULAR ASSOCIATES INC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.3M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDIOVASCULAR ASSOCIATES, INC. 401(K) PLAN401k$12.1M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARDIOVASCULAR ASSOCIATES INC HEALTH & WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$1.3M1632025
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