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Sponsor portfolio

CENTRAL COAST VNA & HOSPICE INC.

EIN 94-1205572-medical practice-Latest filing 2025
Plans
3
Retirement
2
$18.2M assets
Welfare
1
$1.3M premiums
Participants
589
5 LOWER RAGSDALE - MONTEREY, CA 93940831-648-3773centralcoasthospice.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001403b-$17.6M - 373 part#002401k-$628K - 31 part#501Fully Insured-$1.3M - 136 lives

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 404 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • AND AFFILIATES 403(B) (#001)97%
  • PROFIT SHARING PLAN (#002)3%
Total $18.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND AFFILIATES 403(B) (#001)373
  • PROFIT SHARING PLAN (#002)31
Total 404Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$123K
  • Vision$123K
  • Other$24K
  • Life$22K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • HOLMAN FAMILY COUNSELING, INC.0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • PACIFIC COAST BENEFITS, LLC75%
  • BROWN & BROWN INSURANCE SERVICES25%
  • PACIFIC COAST BENEFITS INSURANCE SE1%
Total $179K3 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

CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

403b

Assets$17.6M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTRAL COAST VNA AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$628K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRAL COAST VNA & HOSPICE, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN403b$17.6M3732025
002CENTRAL COAST VNA AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN401k$628K312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRAL COAST VNA & HOSPICE, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1362025
Retirement plans
Welfare plans
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