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  2. PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA
Sponsor portfolio

PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA

EIN 88-1779768-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$128.4M assets
Welfare
1
$7.1M premiums
Participants
778
200 W. CENTER ST. PROMENADE, SUITE 500 - ANAHEIM, CA 92805714-347-7618
Plans on this EIN
3 filings
#001401k-$120.7M - 406 part#002CashBalance-$7.7M - 69 part#501Fully Insured-$7.1M - 417 lives

Retirement portfolio analytics

2 plans aggregated / $128.4M assets / 475 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#001)94%
  • CASH BALANCE PENSION (#002)6%
Total $128.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)406
  • CASH BALANCE PENSION (#002)69
Total 475Click row to drill in

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
Total $7.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • WESTERN HEALTH ADVANTAGE37%
  • BLUE CROSS OF CALIFORNIA37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $7.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • DIGITAL INSURANCE LLC62%
  • KAREN G. HAIGH22%
  • CENTRO BENEFITS RESEARCH LLC16%
Total $605K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN

401k

Assets$120.7M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA CASH BALANCE PENSION PLAN

CashBalance

Assets$7.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA BENEFITS WELFARE PLAN

Fully Insured - WESTERN HEALTH ADVANTAGE

Premiums$7.1M
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN401k$120.7M4062024
002PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA CASH BALANCE PENSION PLANCashBalance$7.7M692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENCE MEDICAL GROUP, NORTHERN CALIFORNIA BENEFITS WELFARE PLANFully InsuredWESTERN HEALTH ADVANTAGE$7.1M4172025
Retirement plans
Welfare plans
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