Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$501K
- Vision$501K
- Life$501K
- Short-term disability$501K
- +2 more
Sponsor portfolio
PATH CCM, INC.
EIN 84-1871047Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$27.4M assets
Welfare
1
$3.3M premiums
Participants
1,100
5201 GREAT AMERICA PARKWAY, SUITE 320 PMB #234 - SANTA CLARA, CA 95054501-206-6403
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 621 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS 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
PATH CCM, INC. 401(K) PLAN
401k
Assets$27.4M
Participants656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATH CCM, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.3M
Covered lives621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATH CCM, INC. 401(K) PLAN | 401k | $27.4M | 656 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATH CCM, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.3M | 621 | 2024 |
Retirement plans
Welfare plans