Assets by plan
Share of aggregate retirement assets
Filings through .
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Stanford Health Care Tri-Valley
EIN 94-1429628hospital & health careLatest filing 2025
Plans
3
Retirement
2
$243.2M assets
Health & Benefits
1
$944K premiums
Participants
5,566
1111 EAST STANLEY BLVD - LIVERMORE, CA 94550925-447-7000valleycare.comLinkedIn1001-5000 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $243.2M assets / 3,815 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $944K premiums / 2,049 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$779K
- Life$716K
- Short-term disability$716K
- Long-term disability$716K
- Vision$165K
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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#004
STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN
Profit-sharing
Assets$196.8M
Participants2,235
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN
Profit-sharing
Assets$46.4M
Participants1,580
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
STANFORD HEALTH CARE-TRI-VALLEY EMPLOYEE HEALTH CARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$944K
Covered lives2,049
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN | Profit-sharing | $196.8M | 2,235 | 2025 |
| #003 | STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN | Profit-sharing | $46.4M | 1,580 | 2025 |
- #004 · Profit-sharing · 20252,235
- #003 · Profit-sharing · 20251,580
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STANFORD HEALTH CARE-TRI-VALLEY EMPLOYEE HEALTH CARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $944K | 2,049 | 2025 |
- #501 · Mixed · HARTFORD LIFE AND ACCIDENT · 20252,049
Retirement plans
Health & Benefits plans