Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$151.8M
Filings through .
Providence Medical Group, Northern California
EIN 88-1779768Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$159.5M assets
Health & Benefits
1
$7.1M premiums
Participants
775
200 W. CENTER ST. PROMENADE STE 800 - ANAHEIM, CA 92805714-347-7618
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $159.5M assets / 472 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.1M premiums / 417 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Prescription drug$5.2M
- Life$1.3M
- Other$1.3M
- Short-term disability$1.2M
- Long-term disability$1.2M
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN
401(k)
Assets$151.8M
Participants403
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA CASH BALANCE PENSION PLAN
Cash balance
Assets$7.7M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA BENEFITS WELFARE PLAN
Fully insured - WESTERN HEALTH ADVANTAGE
Premiums$7.1M
Covered lives417
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN | 401(k) | $151.8M | 403 | 2025 |
| #002 | PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA CASH BALANCE PENSION PLAN | Cash balance | $7.7M | 69 | 2025 |
- #001 · 401(k) · 2025403
- #002 · Cash balance · 202569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA BENEFITS WELFARE PLAN | Fully insured | WESTERN HEALTH ADVANTAGE | $7.1M | 417 | 2025 |
- #501 · Fully insured · WESTERN HEALTH ADVANTAGE · 2025417
Retirement plans
Health & Benefits plans