PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CENTRAL VALLEY
Sponsor portfolioTH

CENTRAL VALLEY

EIN 94-1566034-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$1.7M premiums
Participants
544
1804 SOSCOL AVENUE, SUITE 205 - NAPA, CA 94559707-261-7940
Plans on this EIN
2 filings
#002401k-$13.1M - 359 part#501Mixed-$1.7M - 337 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.4M
  • Dental$226K
  • Vision$226K
  • Life$226K
  • Short-term disability$226K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • WESTERN HEALTH ADVANTAGE32%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • NFP INSURANCE SERVICES INC89%
  • TOTALIS BENEFITS11%
Total $94K2 slices

Plan deep-dives

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

CENTRAL VALLEY EMPLOYEES 401(K) PLAN

401k

Assets$13.1M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRAL VALLEY EMPLOYEE WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN

Premiums$1.7M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CENTRAL VALLEY EMPLOYEES 401(K) PLAN401k$13.1M3592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRAL VALLEY EMPLOYEE WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN$1.7M3372025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica