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Sponsor portfolio

GOLDEN VALLEY HEALTH CENTERS

EIN 94-2196086-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$103.6M assets
Welfare
1
$603K premiums
Participants
4,175
1910 CUSTOMER CARE WAY - ATWATER, CA 95301209-383-1848gvhc.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$52.8M - 1,619 part#002403b-$50.8M - 1,405 part#503Mixed-$603K - 1,151 lives

Retirement portfolio analytics

2 plans aggregated / $103.6M assets / 3,024 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CENTERS RETIREMENT PLAN (#001)51%
  • HEALTH CENTERS 403(B) (#002)49%
Total $103.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTERS RETIREMENT PLAN (#001)1,619
  • HEALTH CENTERS 403(B) (#002)1,405
Total 3,024Click row to drill in

Benefits portfolio analytics

1 plan / $603K premiums / 1,151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$603K
  • Life$556K
  • Long-term disability$556K
Total $603K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • HALCYON BEHAVIORAL, LLC5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $603K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • RELATION INSURANCE SERVICES OF CA96%
  • TERI SHERRON4%
Total $67K2 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

GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLAN

ProfitSharing

Assets$52.8M
Participants1,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN

403b

Assets$50.8M
Participants1,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GOLDEN VALLEY HEALTH CENTERS HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$603K
Covered lives1,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLANProfitSharing$52.8M1,6192025
002GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN403b$50.8M1,4052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GOLDEN VALLEY HEALTH CENTERS HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$603K1,1512025
Retirement plans
Welfare plans
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