PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.
Sponsor portfolio

UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.

EIN 94-2284940-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.2M premiums
Participants
600
1425 N. MCDOWELL BLVD., SUITE 200 - PETALUMA, CA 95954707-766-9990ucpnb.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$8.6M - 448 part#501Fully Insured-$1.2M - 238 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$145K
  • Dental$134K
  • Vision$134K
  • Life$134K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KAISER FOUNDATION HEALTH PLAN INC88%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • MAGELLAN HEALTHCARE1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • PATRIOT GROWTH INSURANCE SERVICES91%
  • CENTERSTONE INSURANCE AND FINANCIAL8%
  • ARROW BENEFITS1%
Total $75K3 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

UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

403b

Assets$8.6M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.2M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN403b$8.6M4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.2M2382025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica