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Sponsor portfolioTH

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST

EIN 95-6111785-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$58.0M assets
Welfare
1
$7.4M premiums
Participants
1,553
1075 CAMINO DEL RIO SOUTH - SAN DIEGO, CA 92108619-881-4500planned.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$58.0M - 904 part#501Fully Insured-$7.4M - 1,059 lives

Benefits portfolio analytics

1 plan / $7.4M premiums / 1,059 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Dental$4.3M
  • Vision$4.3M
  • Other$446K
  • Short-term disability$417K
  • +2 more
Total $7.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITED HEALTHCARE INSURANCE COMPANY59%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • SIMNSA1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $7.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GAMIE, LLC98%
  • C3 RISK & INSURANCE SERVICES2%
  • MARSH & MCLENNAN AGENCY LLC0%
  • EOI SERVICE COMPANY INC0%
  • ASSUREX0%
  • +1 more
Total $300K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 401(K) RETIREMENT PLAN

401k

Assets$58.0M
Participants904
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$7.4M
Covered lives1,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 401(K) RETIREMENT PLAN401k$58.0M9042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$7.4M1,0592025
Retirement plans
Welfare plans
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