Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolioTH
PLANNED PARENTHOOD MAR MONTE, INC.
EIN 94-1583439hospital & health careLatest filing 2025
Plans
3
Retirement
2
$91.6M assets
Welfare
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 filingsRetirement portfolio analytics
2 plans aggregated / $91.6M assets / 1,461 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.9M premiums / 850 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
85%top
- KAISER FOUNDATION HEALTH PLAN INC85%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- THE PARTNERS GROUP100%
- WATCHTOWER TECHNOLOGIES INC0%
- ASSUREX GLOBAL CORPORATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC.
401k
Assets$74.5M
Participants1,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.
403b
Assets$17.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PLANNED PARENTHOOD MAR MONTE HEALTH & WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$9.9M
Covered lives850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC. | 401k | $74.5M | 1,337 | 2025 | |
| 004 | TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | 403b | $17.1M | 124 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans