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Sponsor portfolio

TURN BEHAVIORAL HEALTH SERVICES

EIN 95-3302967-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$22.1M assets
Welfare
1
$4.7M premiums
Participants
1,911
9465 FARNHAM STREET - SAN DIEGO, CA 92123858-573-2600
Plans on this EIN
2 filings
#001401k-$22.1M - 1,332 part#501Fully Insured-$4.7M - 698 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Other$265K
  • Dental$233K
  • Vision$233K
  • Life$232K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • HARTFORD LIFE AND ACCIDENT5%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $4.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • DANIEL OWEN MACLELLAN5%
  • CHRISTA G AUFDEMBERG INC0%
Total $245K3 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

TURN BEHAVIORAL HEALTH SERVICES RETIREMENT PLAN

401k

Assets$22.1M
Participants1,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENTAL HEALTH SYSTEMS, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.7M
Covered lives698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TURN BEHAVIORAL HEALTH SERVICES RETIREMENT PLAN401k$22.1M1,3322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENTAL HEALTH SYSTEMS, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.7M6982025
Retirement plans
Welfare plans
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