PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PACIFIC CLINICS
Sponsor portfolioTH

PACIFIC CLINICS

EIN 94-2295953-medical practice-Latest filing 2025
Plans
3
Retirement
1
$126.5M assets
Welfare
2
$24.2M premiums
Participants
7,707
499 LOMA ALTA AVE - LOS GATOS, CA 95030626-254-5000LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#007401k-$126.5M - 3,031 part#503Fully Insured-$24.2M - 2,273 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $24.2M premiums / 2,273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$23.2M
  • Prescription drug$23.2M
  • Life$444K
  • Long-term disability$257K
  • Other$225K
  • Vision$192K
  • +1 more
Total $24.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • BLUE CROSS OF CALIFORNIA62%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $24.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ARCHON LLC59%
  • EDGEWOOD PARTNERS INSURANCE CENTER41%
Total $97K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

401(K) PROFIT SHARING PLAN OF PACIFIC CLINICS

401k

Assets$126.5M
Participants3,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PACIFIC CLINICS WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$24.2M
Covered lives2,273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UPLIFT FAMILY SERVICES SEVERANCE BENEFITS PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
007401(K) PROFIT SHARING PLAN OF PACIFIC CLINICS401k$126.5M3,0312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PACIFIC CLINICS WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$24.2M2,2732025
504UPLIFT FAMILY SERVICES SEVERANCE BENEFITS PLANSelf Funded-$002025
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