Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$517K
- Dental$484K
- Life$484K
- Short-term disability$484K
- Long-term disability$484K
- Vision$37K
Filings through .
Catholic Charities of Santa Clara County
EIN 94-2762269non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$43.5M assets
Health & Benefits
1
$554K premiums
Participants
1,303
2625 ZANKER ROAD - SAN JOSE, CA 95134408-325-5197LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $554K premiums / 900 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN
401(k)
Assets$43.5M
Participants971
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CATHOLIC CHARITIES OF SC COUNTY HEALTH PLANS
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$554K
Covered lives900
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN | 401(k) | $43.5M | 971 | 2025 |
- #003 · 401(k) · 2025971
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CATHOLIC CHARITIES OF SC COUNTY HEALTH PLANS | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $554K | 900 | 2025 |
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025900
Retirement plans
Health & Benefits plans