Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$864K
- Health$720K
- Prescription drug$720K
- Other$147K
- Vision$144K
- Life$144K
Sponsor portfolio
TRANSITIONS-MENTAL HEALTH ASSOCIATION
EIN 95-3509040mental health careLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$867K premiums
Participants
456
PO BOX 15408 - SAN LUIS OBISPO, CA 93406805-540-6513t-mha.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $867K premiums / 202 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- TRANSITIONS MENTAL HEALTH0%
Broker market share
Schedule A broker compensation
71%top
- ASSUREDPARTNERS71%
- AMWINS28%
- MARSH & MCLENNAN AGENCY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
T-MHA PENSION PLAN
403b
Assets$9.7M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRANSITIONS-MENTAL HEALTH ASSOCIATION WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$867K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | T-MHA PENSION PLAN | 403b | $9.7M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRANSITIONS-MENTAL HEALTH ASSOCIATION WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $867K | 202 | 2025 |
Retirement plans
Welfare plans