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  2. UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC.
Sponsor portfolio

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC.

EIN 94-1732538-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$53.0M assets
Welfare
2
$2.6M premiums
Participants
2,866
3875 W. BEECHWOOD AVENUE - FRESNO, CA 93711559-646-6618LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$53.0M - 1,499 part#501Mixed-$2.6M - 11,678 lives#502Unknown-0 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 11,678 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$890K
  • Other$609K
  • Life$597K
  • Short-term disability$597K
  • Long-term disability$597K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • QBE INSURANCE41%
  • CALIFORNIA PHYSICIANS SERVICE34%
  • SUN LIFE ASSURANCE COMPANY OF CANADA23%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • PROFESSIONAL BENEFITS TEAM INC.33%
  • CRC BENEFITS23%
  • PBT INSURANCE SERVICES LLC21%
  • KERRIGAN R KAHL12%
  • KEYARX CAPITAL ADVISORS11%
Total $235K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$53.0M
Participants1,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY BENEFIT PLAN

Mixed - QBE INSURANCE

Premiums$2.6M
Covered lives11,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY FLEXIBLE BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN401k$53.0M1,4992025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY BENEFIT PLANMixedQBE INSURANCE$2.6M11,6782025
502UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY FLEXIBLE BENEFITS PLANUnknown-$002025
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