PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TERRIO THERAPY FITNESS, INC.
Sponsor portfolio

TERRIO THERAPY FITNESS, INC.

EIN 91-2073074-medical practice-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.1M premiums
Participants
380
3400 CALLOWAY DR, SUITE 603 - BAKERSFIELD, CA 93312661-377-1700LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$10.9M - 219 part#501Fully Insured-$1.1M - 161 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$95K
  • Vision$95K
  • Life$95K
  • Short-term disability$95K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ROBERT LYNN COMPANY, INC.93%
  • CENTRO BENEFITS RESEARCH LLC7%
  • PACIFIC ADVISORS LLC-0%
Total $88K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TERRIO THERAPY-FITNESS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$10.9M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TERRIO PHYSICAL THERAPY & FITNESS, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.1M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TERRIO THERAPY-FITNESS, INC. 401(K) PROFIT SHARING PLAN401k$10.9M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TERRIO PHYSICAL THERAPY & FITNESS, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.1M1612025
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