PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC.
Sponsor portfolioTH

PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC.

EIN 95-6152773-Latest filing 2025
Plans
2
Retirement
1
$51.1M assets
Welfare
1
$5.3M premiums
Participants
1,296
801 E. KATELLA AVE. - ANAHEIM, CA 92805714-633-6373
Plans on this EIN
2 filings
#001401k-$51.1M - 734 part#502Fully Insured-$5.3M - 560 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$4.9M
  • Prescription drug$4.9M
  • Other$121K
  • Life$115K
  • Long-term disability$96K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
  • VITAL WORKLIFE1%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

401k

Assets$51.1M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.3M
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN401k$51.1M7342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.3M5602025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica