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Sponsor portfolioTH

STANFORD HEALTH CARE

EIN 94-6174066-medical practice-Latest filing 2024
Plans
4
Retirement
2
$6.99B assets
Welfare
2
$103.3M premiums
Participants
66,486
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Plans on this EIN
4 filings
#002403b-$6.93B - 39,275 part#004403b-$54.3M - 279 part#506Fully Insured-$102.0M - 45,761 lives#507Fully Insured-$1.2M - 354 lives

Retirement portfolio analytics

2 plans aggregated / $6.99B assets / 39,554 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CARE RETIREMENT Savings (#002)99%
  • 403(B) RETIREMENT PLAN (#004)1%
Total $6.99BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • (Not disclosed)99%
  • AMERICAN FUNDS1%
Total $6.99BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE RETIREMENT Savings (#002)39,275
  • 403(B) RETIREMENT PLAN (#004)279
Total 39,554Click row to drill in

Benefits portfolio analytics

2 plans / $103.3M premiums / 46,115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$79.2M
  • Prescription drug$79.2M
  • Long-term disability$17.6M
  • Life$17.5M
  • Short-term disability$17.5M
  • Vision$3.9M
  • +2 more
Total $103.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • HARTFORD LIFE AND ACCIDENT18%
  • VISION SERVICE PLAN4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNIMERICA INSURANCE COMPANY0%
  • +2 more
Total $103.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • CHILD HEALTH CORP OF AMERICA42%
  • AON CONSULTING INC22%
  • MARSH & MCLENNAN AGENCY LLC21%
  • MERCER HEALTH AND BENEFITS, LLC9%
  • PIPER JORDAN HEALTH & BENEFITS2%
  • +3 more
Total $2.3M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

403b

Assets$6.93B
Participants39,275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN

403b

Assets$54.3M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

STANFORD HEALTH CARE EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$102.0M
Covered lives45,761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

STANFORD HEALTH CARE RETIREE HEALTH BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.2M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN403b$6.93B39,2752024
004THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN403b$54.3M2792024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STANFORD HEALTH CARE EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$102.0M45,7612024
507STANFORD HEALTH CARE RETIREE HEALTH BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.2M3542024
Retirement plans
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