Assets by plan
Share of aggregate retirement assets
- MAR MONTE, INC. (#003)$74.5M
- MAR MONTE, INC. (#004)$17.1M
Filings through .
Top hat
Planned Parenthood Mar Monte, Inc.
EIN 94-1583439hospital & health careLatest filing 2025
Plans
3
Retirement
2
$91.6M assets
Health & Benefits
1
$9.9M premiums
Participants
2,152
1691 THE ALAMEDA - SAN JOSE, CA 95126408-795-3746ppmmcareers.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $91.6M assets / 1,461 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.9M premiums / 850 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.7M
- Dental$468K
- Other$234K
- Long-term disability$219K
- Life$146K
- Vision$67K
- +1 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC.
401(k)
Assets$74.5M
Participants1,337
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.
403(b)
Assets$17.1M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
PLANNED PARENTHOOD MAR MONTE HEALTH & WELFARE BENEFIT PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$9.9M
Covered lives850
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC. | 401(k) | $74.5M | 1,337 | 2025 |
| #004 | TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | 403(b) | $17.1M | 124 | 2025 |
- #003 · 401(k) · 20251,337
- #004 · 403(b) · 2025124
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | PLANNED PARENTHOOD MAR MONTE HEALTH & WELFARE BENEFIT PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $9.9M | 850 | 2025 |
- #503 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025850
Retirement plans
Health & Benefits plans