Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$88K
- Vision$88K
- Life$19K
- Other$19K
- +2 more
Sponsor portfolioTH
MERITAGE MEDICAL NETWORK
EIN 94-2786503hospital & health careLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$2.1M premiums
Participants
285
2100 S. MCDOWELL BLVD - PETALUMA, CA 94594415-884-1840meritagemed.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- BLUE CROSS OF CALIFORNIA62%
- ANTHEM LIFE INSURANCE COMPANY32%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- STANDARD INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
67%top
- MCGRIFF INSURANCE SERVICES INC67%
- MARSH & MCLENNAN AGENCY LLC27%
- TOTALIS BENEFITS6%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERITAGE MEDICAL NETWORK 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$13.2M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MERITAGE MEDICAL NETWORK HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE DBA BLUE SHIELD OF CALIFORNIA
Premiums$2.1M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERITAGE MEDICAL NETWORK 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $13.2M | 158 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MERITAGE MEDICAL NETWORK HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE DBA BLUE SHIELD OF CALIFORNIA | $2.1M | 130 | 2025 |
Retirement plans
Welfare plans