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Sponsor portfolioTH

STANFORD HEALTH CARE TRI-VALLEY

EIN 94-1429628-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$193.5M assets
Welfare
1
$3.6M premiums
Participants
5,026
1111 EAST STANLEY BLVD - LIVERMORE, CA 94550925-447-7000valleycare.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#004ProfitSharing-$150.0M - 2,129 part#003ProfitSharing-$43.5M - 1,195 part#501Mixed-$3.6M - 18,592 lives

Retirement portfolio analytics

2 plans aggregated / $193.5M assets / 3,324 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CARE TRI-VALLEY 403(B) (#004)77%
  • CONTRIBUTION RETIREMENT PLAN (#003)23%
Total $193.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FID INV INST OPS CO100%
Total $193.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE TRI-VALLEY 403(B) (#004)2,129
  • CONTRIBUTION RETIREMENT PLAN (#003)1,195
Total 3,324Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 18,592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.0M
  • Other$639K
  • Life$543K
  • Short-term disability$543K
  • Long-term disability$543K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • VISION SERVICE PLAN82%
  • HARTFORD LIFE AND ACCIDENT15%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNIMERICA INSURANCE COMPANY1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • AON CONSULTING INC37%
  • CHILD HEALTH CORP OF AMERICA37%
  • MARSH & MCLENNAN AGENCY LLC20%
  • PIPER JORDAN HEALTH & BENEFITS4%
  • BROWN & BROWN INSURANCE SERVICES2%
  • +1 more
Total $73K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN

ProfitSharing

Assets$150.0M
Participants2,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$43.5M
Participants1,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANFORD HEALTH CARE-TRI-VALLEY EMPLOYEE HEALTH CARE PLAN

Mixed - VISION SERVICE PLAN

Premiums$3.6M
Covered lives18,592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004STANFORD HEALTH CARE TRI-VALLEY 403(B) PLANProfitSharing$150.0M2,1292024
003STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$43.5M1,1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANFORD HEALTH CARE-TRI-VALLEY EMPLOYEE HEALTH CARE PLANMixedVISION SERVICE PLAN$3.6M18,5922024
Retirement plans
Welfare plans
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