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Sponsor portfolio

CLIN-PATH ASSOCIATES, PLC

EIN 86-0293580-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$2.9M premiums
Participants
519
424 S 56TH ST, SUITE 110 - PHOENIX, AZ 85034602-685-5166LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#011401k-$33.8M - 92 part#501Fully Insured-$2.9M - 427 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$206K
  • Long-term disability$71K
  • Vision$20K
  • Other$6K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • CURALINC HEALTHCARE0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $129K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

CLIN-PATH ASSOCIATES, P.L.C. 401(K) PROFIT SHARING PLAN

401k

Assets$33.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIN-PATH ASSOCIATES EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.9M
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
011CLIN-PATH ASSOCIATES, P.L.C. 401(K) PROFIT SHARING PLAN401k$33.8M922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIN-PATH ASSOCIATES EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.9M4272025
Retirement plans
Welfare plans
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