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Sponsor portfolio

CLINICA FAMILY HEALTH & WELLNESS

EIN 84-0743432-medical practice-Latest filing 2025
Plans
3
Retirement
2
$34.3M assets
Welfare
1
$8.7M premiums
Participants
1,802
1735 SOUTH PUBLIC ROAD, 1ST FLOOR - LAFAYETTE, CO 80026303-443-8500LinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#002403b-$33.8M - 818 part#001403b-$538K - 92 part#502Fully Insured-$8.7M - 892 lives

Retirement portfolio analytics

2 plans aggregated / $34.3M assets / 910 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • FAMILY HEALTH 403(B) (#002)98%
  • THRIFT RETIREMENT PLAN (#001)2%
Total $34.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY HEALTH 403(B) (#002)818
  • THRIFT RETIREMENT PLAN (#001)92
Total 910Click row to drill in

Benefits portfolio analytics

1 plan / $8.7M premiums / 892 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.4M
  • Prescription drug$8.4M
  • Other$3.0M
  • Dental$2.7M
  • Vision$2.7M
  • Life$242K
  • +1 more
Total $8.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • KAISER FOUNDATION HEALTH PLAN INC66%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY31%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • MINES & ASSOCIATES1%
Total $8.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $255K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CLINICA FAMILY HEALTH 403(B) PLAN

403b

Assets$33.8M
Participants818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PEOPLE'S CLINIC, INC. 403(B) MONEY PURCHASE AND THRIFT RETIREMENT PLAN

403b

Assets$538K
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLINICA FAMILY HEALTH & WELLNESS EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$8.7M
Covered lives892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CLINICA FAMILY HEALTH 403(B) PLAN403b$33.8M8182024
001PEOPLE'S CLINIC, INC. 403(B) MONEY PURCHASE AND THRIFT RETIREMENT PLAN403b$538K922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLINICA FAMILY HEALTH & WELLNESS EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF COLORADO$8.7M8922025
Retirement plans
Welfare plans
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