Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$105K
- Life$17K
- Other$17K
- Vision$15K
Sponsor portfolio
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES
EIN 94-6050476hospital & health careLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$2.2M premiums
Participants
297
8545 CARMEL VALLEY RD - CARMEL, CA 939239556831-624-1281cvmanor.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CALIFORNIA PHYSICIANS SERVICE94%
- PREMIER ACCESS INSURANCE COMPANY5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
58%top
- ALLIANT INSURANCE SERVICES, INC.58%
- WELDON G KERR42%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARMEL VALLEY MANOR 403(B)(7) PLAN
403b
Assets$8.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARMEL VALLEY MANOR WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.2M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARMEL VALLEY MANOR 403(B)(7) PLAN | 403b | $8.4M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARMEL VALLEY MANOR WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.2M | 173 | 2025 |
Retirement plans
Welfare plans