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Sponsor portfolio

NORTH COUNTY HEALTH PROJECT, INC.

EIN 95-2847102-medical practice-Latest filing 2025
Plans
3
Retirement
2
$75.0M assets
Welfare
1
$7.5M premiums
Participants
1,936
150 VALPREDA ROAD - SAN MARCOS, CA 92069760-736-8667LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001403b-$73.6M - 1,063 part#002ProfitSharing-$1.4M - 84 part#501Fully Insured-$7.5M - 1,258 lives

Retirement portfolio analytics

2 plans aggregated / $75.0M assets / 1,147 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROJECT, INC. 403(B) (#001)98%
  • DISCRETIONARY CONTRIBUTIONS PL... (#002)2%
Total $75.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE98%
  • (Not disclosed)2%
Total $75.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROJECT, INC. 403(B) (#001)1,063
  • DISCRETIONARY CONTRIBUTIONS PL... (#002)84
Total 1,147Click row to drill in

Benefits portfolio analytics

1 plan / $7.5M premiums / 1,258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Dental$5.9M
  • Vision$5.9M
  • Life$461K
  • Short-term disability$461K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITED HEALTHCARE INSURANCE COMPANY79%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • RELIASTAR LIFE INSURANCE COMPANY6%
Total $7.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • RIPPLING INSURANCE SERVICES INC5%
  • ADP INC1%
Total $364K3 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

NORTH COUNTY HEALTH PROJECT, INC. 403(B) PLAN

403b

Assets$73.6M
Participants1,063
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTH COUNTY HEALTH PROJECT, INC. DISCRETIONARY CONTRIBUTIONS PLAN

ProfitSharing

Assets$1.4M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH COUNTY HEALTH PROJECT, INC. DBA TRUECARE HEALTH AND WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$7.5M
Covered lives1,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTH COUNTY HEALTH PROJECT, INC. 403(B) PLAN403b$73.6M1,0632025
002NORTH COUNTY HEALTH PROJECT, INC. DISCRETIONARY CONTRIBUTIONS PLANProfitSharing$1.4M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH COUNTY HEALTH PROJECT, INC. DBA TRUECARE HEALTH AND WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$7.5M1,2582025
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