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Sponsor portfolio

DELTA DENTAL OF CALIFORNIA

EIN 94-1461312-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$796.8M assets
Welfare
2
$10.3M premiums
Participants
9,422
560 MISSION STREET, SUITE 1300 - SAN FRANCISCO, CA 94105415-972-8300
Plans on this EIN
4 filings
#002401k-$723.2M - 4,320 part#001CashBalance-$73.6M - 1,384 part#522Mixed-$10.2M - 3,182 lives#523Mixed-$39K - 2 lives

Retirement portfolio analytics

2 plans aggregated / $796.8M assets / 5,704 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • OF CALIFORNIA 401(K) (#002)91%
  • BALANCE RETIREMENT PLAN (#001)9%
Total $796.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • CHARLES SCHWAB & CO., INC.91%
  • (Not disclosed)9%
Total $796.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF CALIFORNIA 401(K) (#002)4,320
  • BALANCE RETIREMENT PLAN (#001)1,384
Total 5,704Click row to drill in

Benefits portfolio analytics

2 plans / $10.3M premiums / 3,184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.4M
  • Prescription drug$7.4M
  • Other$2.8M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • +1 more
Total $10.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • HARTFORD LIFE AND ACCIDENT27%
  • COMPSYCH0%
  • DELTA DENTAL OF CALIFORNIA0%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $10.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $52K1 slice

Plan deep-dives

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

DELTA DENTAL OF CALIFORNIA 401(K) PLAN

401k

Assets$723.2M
Participants4,320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DELTA DENTAL OF CALIFORNIA CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$73.6M
Participants1,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522

DELTA DENTAL OF CALIFORNIA EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$10.2M
Covered lives3,182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

DELTA DENTAL OF CALIFORNIA RETIREE HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$39K
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DELTA DENTAL OF CALIFORNIA 401(K) PLAN401k$723.2M4,3202024
001DELTA DENTAL OF CALIFORNIA CASH BALANCE RETIREMENT PLANCashBalance$73.6M1,3842024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
522DELTA DENTAL OF CALIFORNIA EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$10.2M3,1822024
523DELTA DENTAL OF CALIFORNIA RETIREE HEALTH PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$39K22024
Retirement plans
Welfare plans
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