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Sponsor portfolioTH

OMNI FAMILY HEALTH

EIN 95-3218000-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$48.1M assets
Welfare
1
$3.7M premiums
Participants
1,884
4900 CALIFORNIA AVENUE, SUITE 400 B - BAKERSFIELD, CA 93309661-630-7040omnifamilyhealth.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$48.1M - 1,099 part#501Mixed-$3.7M - 785 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 785 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.1M
  • Other$624K
  • Life$567K
  • Short-term disability$567K
  • Long-term disability$567K
Total $3.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • SYMETRA LIFE INSURANCE COMPANY98%
  • AMERICAN FIDELITY ASSURANCE COMPANY2%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PAUL E GOTTLIEB99%
  • CORNERSTONE FINANCIAL LLP1%
  • INSURICA, INC.0%
  • TAWNY M BRADY0%
Total $580K4 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

OMNI FAMILY HEALTH 403(B) PLAN

403b

Assets$48.1M
Participants1,099
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OMNI FAMILY HEALTH, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives785
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OMNI FAMILY HEALTH 403(B) PLAN403b$48.1M1,0992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OMNI FAMILY HEALTH, INC. EMPLOYEE WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$3.7M7852025
Retirement plans
Welfare plans
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