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

EQUIP HEALTH INC.

EIN 84-3571900-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$3.6M premiums
Participants
847
2659 STATE STREET SUITE 100 1012 - CARLSBAD, CA 92008855-387-4378
Plans on this EIN
2 filings
#002401k-$9.1M - 576 part#501Fully Insured-$3.6M - 268 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$438K
  • Vision$438K
  • Life$438K
  • Short-term disability$438K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CALIFORNIA PHYSICIANS SERVICE84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • KAISER FOUNDATION HEALTH PLAN INC4%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $230K1 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

EQUIP HEALTH 401(K) PLAN

401k

Assets$9.1M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUIP HEALTH, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.6M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EQUIP HEALTH 401(K) PLAN401k$9.1M5762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUIP HEALTH, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$3.6M2682024
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