Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - CALIFORNIA PHYSICIANS' SERVICE
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ST. JOSEPH AND COVENANT HEALTH SYSTEMS 401(K) PLAN | 401k | $4.47B | 42,076 | 2024 | |
| 002 | ST. JOSEPH AND COVENANT HEALTH SYSTEMS 403(B) PLAN | 401k | $91.2M | 718 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ST JOSEPH HEALTH SYSTEM HEALTH AND WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS' SERVICE | $143.5M | 29,504 | 2024 |