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Sponsor portfolio

HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA

EIN 95-3008850-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$1.7M premiums
Participants
333
3710 RUFFIN ROAD - SAN DIEGO, CA 92123619-542-4300
Plans on this EIN
2 filings
#002403b-$13.8M - 185 part#501Fully Insured-$1.7M - 275 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$183K
  • Dental$148K
  • Life$143K
  • Long-term disability$143K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CALIFORNIA PHYSICIANS SERVICE75%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • AFLAC2%
  • AMERITAS LIFE INSURANCE CORP.1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • HUB INTERNATIONAL MIDWEST LIMITED64%
  • MARSH & MCLENNAN AGENCY LLC14%
  • GIS BENEFITS INC11%
  • VARIOUS - SEE ATTACHED7%
  • HOME OFFICE TPA PAYS COMMISSION3%
Total $86K5 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

HEALTH CENTER PARTNERS 403(B) PLAN

403b

Assets$13.8M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.7M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH CENTER PARTNERS 403(B) PLAN403b$13.8M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.7M2752025
Retirement plans
Welfare plans
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