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  2. CLINICA SIERRA VISTA
Sponsor portfolio

CLINICA SIERRA VISTA

EIN 95-2707101-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$85.9M assets
Welfare
2
$3.8M premiums
Participants
3,102
PO BOX 1559 - BAKERSFIELD, CA 93302661-635-3050clinicasierravista.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$85.9M - 1,932 part#504Mixed-$3.8M - 1,338 lives#505Fully Insured-$77K - 139 lives

Benefits portfolio analytics

2 plans / $3.8M premiums / 1,477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.1M
  • Other$758K
  • Life$681K
  • Long-term disability$528K
Total $3.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA80%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • PATRIOT GROWTH INSURANCE SERVICES38%
  • STEALTH PARTNER GROUP LLC37%
  • PROFESSIONAL GROUP PLANS INC18%
  • HEFFERNAN INSURANCE BROKERS5%
  • DENNIS LEE INSURANCE SERVICES INC1%
  • +3 more
Total $603K8 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

CLINICA SIERRA VISTA RETIREMENT PLAN

403b

Assets$85.9M
Participants1,932
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CLINICA SIERRA VISTA HEALTH BENEFITS PLAN WITH LIFE, AD&D AND EAP

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.8M
Covered lives1,338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CLINICA SIERRA VISTA WORKSITE BENEFITS PLAN

Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$77K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLINICA SIERRA VISTA RETIREMENT PLAN403b$85.9M1,9322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CLINICA SIERRA VISTA HEALTH BENEFITS PLAN WITH LIFE, AD&D AND EAPMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.8M1,3382025
505CLINICA SIERRA VISTA WORKSITE BENEFITS PLANFully InsuredCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$77K1392025
Retirement plans
Welfare plans
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