Assets by plan
Share of aggregate retirement assets
- PLAN (ESIP III) (#005)$68.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
6 plans aggregated / $135.1M assets / 2,382 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $1.0M premiums / 211 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
403(b)
403(b)
403(b)
403(b)
Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Mixed - JOHN HANCOCK LIFE INSURANCE COMPANY
Self-funded
Self-funded
Self-funded
6 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE SAVINGS INCENTIVE DEFERRAL PLAN (ESIP III) | 403(b) | $68.0M | 1,024 | 2025 |
| #010 | CALIFORNIA PACIFIC MEDICAL CENTER VOLUNTARY PLAN | 403(b) | $44.8M | 821 | 2025 |
| #018 | ALTA BATES SUMMIT 403(B) TDA RETIREMENT PLAN | 403(b) | $17.0M | 348 | 2025 |
| #011 | ST. LUKE'S HOSPITAL CNA RETIREMENT PLAN | 403(b) | $2.7M | 45 | 2025 |
| #017 | SUTTER MATERNITY AND SURGERY CENTER OF SANTA CRUZ EMPLOYEE SAVINGS PLAN | 403(b) | $2.4M | 56 | 2025 |
| #016 | EDEN MEDICAL CENTER NURSES PLAN | 403(b) | $249K | 88 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | MILLS-PENINSULA HEALTH SERVICES GROUP WELFARE PLAN | Mixed | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $822K | 134 | 2025 |
| #513 | CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE WELFARE AND FRINGE BENEFITS | Mixed | JOHN HANCOCK LIFE INSURANCE COMPANY | $213K | 77 | 2025 |
| #502 | SUTTER BAY OPERATING UNIT SELF-FUNDED HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
| #520 | MILLS-PENINSULA HEALTH SERVICES RETIREE MEDICAL PLAN | Self-funded | - | $0 | 0 | 2024 |
| #521 | ALTA BATES SUMMIT MEDICAL CENTER RETIREE MEDICAL PLAN | Self-funded | - | $0 | 0 | 2024 |