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
Sponsor portfolio
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
EIN 94-2762269non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$554K premiums
Participants
2,663
2625 ZANKER ROAD, SUITE 201 - SAN JOSE, CA 95314408-460-0100LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $554K premiums / 900 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- SUN LIFE ASSURANCE COMPANY OF CANADA87%
- VISION SERVICE PLAN7%
- LANDMARK HEALTHPLAN4%
- CCA, INC.2%
Broker market share
Schedule A broker compensation
92%top
- ABD INS. AND FINANCIAL SVCS., INC.92%
- TOMMY HENDRICKSON8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN
401k
Assets$38.8M
Participants2,331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CATHOLIC CHARITIES OF SC COUNTY HEALTH PLANS
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$554K
Covered lives900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN | 401k | $38.8M | 2,331 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans