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Sponsor portfolioTH

STANFORD HEALTH CARE

EIN 94-6174066-medical practice-Latest filing 2025
Plans
4
Retirement
2
$8.64B assets
Welfare
2
$141.3M premiums
Participants
68,464
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Plans on this EIN
4 filings
#002403b-$8.58B - 40,546 part#004403b-$61.0M - 261 part#506Fully Insured-$139.7M - 46,844 lives#507Fully Insured-$1.5M - 347 lives

Retirement portfolio analytics

2 plans aggregated / $8.64B assets / 40,807 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CARE RETIREMENT Savings (#002)99%
  • 403(B) RETIREMENT PLAN (#004)1%
Total $8.64BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • (Not disclosed)99%
  • AMERICAN FUNDS1%
Total $8.64BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE RETIREMENT Savings (#002)40,546
  • 403(B) RETIREMENT PLAN (#004)261
Total 40,807Click row to drill in

Benefits portfolio analytics

2 plans / $141.3M premiums / 47,191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$109.4M
  • Prescription drug$109.4M
  • Long-term disability$25.4M
  • Life$25.3M
  • Short-term disability$25.3M
  • Other$3.2M
  • +2 more
Total $141.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • HARTFORD LIFE AND ACCIDENT19%
  • VISION SERVICE PLAN2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNIMERICA INSURANCE COMPANY0%
  • +2 more
Total $141.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • CHILD HEALTH CORP OF AMERICA39%
  • MARSH & MCLENNAN AGENCY LLC24%
  • AON CONSULTING INC22%
  • MERCER HEALTH AND BENEFITS, LLC9%
  • PIPER JORDAN HEALTH & BEN. PARTNERS4%
  • +3 more
Total $2.9M8 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$8.58B
Participants40,546
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$61.0M
Participants261
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$139.7M
Covered lives46,844
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$1.5M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN403b$8.58B40,5462025
004THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN403b$61.0M2612025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STANFORD HEALTH CARE EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$139.7M46,8442025
507STANFORD HEALTH CARE RETIREE HEALTH BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.5M3472025
Retirement plans
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