PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Montage Health

Filings through Oct 24, 2026.

Sponsor portfolioTH

Montage Health

EIN 94-2789696-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$1.6M premiums
Participants
750
23625 HOLMAN HIGHWAY - MONTEREY, CA 93942831-625-4786montagehealth.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$18.7M - 422 part#506Mixed-$1.6M - 2,839 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$773K
  • Vision$408K
  • Dental$276K
Total $1.6M4 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTAGE HEALTH 401(K) PLAN

401(k)

Assets$18.7M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MONTAGE HEALTH AFFILIATES HEALTH AND WELFARE PLAN

Mixed - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$1.6M
Covered lives2,839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTAGE HEALTH 401(K) PLAN401(k)$18.7M4222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MONTAGE HEALTH AFFILIATES HEALTH AND WELFARE PLANMixedPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$1.6M2,8392025
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