Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHANNING HOUSE
EIN 94-1485533hospital & health careLatest filing 2025
Plans
3
Retirement
2
$7.7M assets
Welfare
1
$1.3M premiums
Participants
392
850 WEBSTER STREET - PALO ALTO, CA 94301650-324-7563channinghouse.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 251 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 141 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Life$74K
- Long-term disability$74K
- Other$74K
- Dental$28K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
61%top
- KAISER FOUNDATION HEALTH PLAN INC61%
- SUTTER HEALTH PLAN34%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
77%top
- ACRISURE LLC77%
- FILICE INSURANCE AGENCY22%
- WATCHTOWER BENEFITS, LLC1%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHANNING HOUSE 403(B) PLAN
403b
Assets$7.0M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE
TraditionalDB
Assets$741K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHANNING HOUSE HEALTH & WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHANNING HOUSE 403(B) PLAN | 403b | $7.0M | 220 | 2025 | |
| 014 | RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE | TraditionalDB | $741K | 31 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHANNING HOUSE HEALTH & WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 141 | 2025 |
Retirement plans
Welfare plans