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Sponsor portfolioTH

PUBLIC HEALTH INSTITUTE

EIN 94-1646278-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$276.2M assets
Welfare
1
$11.2M premiums
Participants
2,996
555 12TH STREET, SUITE 600 - OAKLAND, CA 94607510-285-5500phi.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$276.2M - 2,302 part#501Fully Insured-$11.2M - 694 lives

Benefits portfolio analytics

1 plan / $11.2M premiums / 694 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.6M
  • Prescription drug$10.6M
  • Dental$7.0M
  • Other$452K
  • Life$419K
  • Short-term disability$419K
  • +2 more
Total $11.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • VISION SERVICE PLAN1%
  • CLAREMONT EAP0%
Total $11.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • BURNHAM BENEFITS INSURANCE SERVICES58%
  • THE BALDWIN GROUP WEST LLC42%
Total $328K2 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

PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN

403b

Assets$276.2M
Participants2,302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PUBLIC HEALTH INSTITUTE EMPLOYEE HEALTH BENEFITS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$11.2M
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN403b$276.2M2,3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PUBLIC HEALTH INSTITUTE EMPLOYEE HEALTH BENEFITSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$11.2M6942025
Retirement plans
Welfare plans
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