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Sponsor portfolioTH

LA CLINICA

EIN 94-3096772-Latest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$422K premiums
Participants
1,143
931 CHEVY WAY - MEDFORD, OR 97504541-512-3182
Plans on this EIN
2 filings
#001403b-$28.5M - 639 part#501Mixed-$422K - 649 lives

Benefits portfolio analytics

1 plan / $422K premiums / 649 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$253K
  • Vision$253K
  • Other$170K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
Total $422K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • AMERITAS LIFE INSURANCE CORP.60%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA28%
  • HEADSPACE12%
Total $422K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • PROPEL INSURANCE AGENCY, LLC76%
  • GCG FINANCIAL LLC24%
  • IMG0%
Total $51K3 slices

Plan deep-dives

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

LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403(B) PLAN

403b

Assets$28.5M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LA CLINICA WRAP PLAN

Mixed - AMERITAS LIFE INSURANCE CORPORATION

Premiums$422K
Covered lives649
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403(B) PLAN403b$28.5M6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LA CLINICA WRAP PLANMixedAMERITAS LIFE INSURANCE CORPORATION$422K6492025
Retirement plans
Welfare plans
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