Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$85K
- Life$41K
- Other$41K
- Long-term disability$38K
- +1 more
Sponsor portfolio
MERITAGE HEALTHCARE, LLC
EIN 77-0547036hospital & health careLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.6M premiums
Participants
497
PO BOX 1619 - SUNSET BEACH, CA 90742714-841-3700meritagehealthcare.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 125 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CALIFORNIA PHYSICIANS SERVICE91%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- VISION SERVICE PLAN1%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERITAGE HEALTHCARE, LLC 401K PROFIT SHARING PLAN
401k
Assets$8.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERITAGE HEALTHCARE, LLC WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$1.6M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERITAGE HEALTHCARE, LLC 401K PROFIT SHARING PLAN | 401k | $8.5M | 372 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERITAGE HEALTHCARE, LLC WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $1.6M | 125 | 2025 |
Retirement plans
Welfare plans