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Sponsor portfolioWelfare / HealthEIN 51-0656809
PALO ALTO FOUNDATION MEDICAL GROUP
325 DISTEL CIRCLE · LOS ALTOS, CA 94022
6509343501
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$18.5M
No prior year
Persons covered
2,260
No prior year
Total participants
2,205
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$18.5M
PALO ALTO FOUNDATION MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN
Mixed2,260 covered·5 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #504$0
PALO ALTO FOUNDATION MEDICAL GROUP, INC. RETIREE HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #001$0
PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $16.1M | 25.9% | |
| Life | $14.3M | 23.0% | |
| Short-term disability | $14.3M | 23.0% | |
| Long-term disability | $14.3M | 23.0% | |
| Stop-loss | $1.7M | 2.7% | |
| Health | $766K | 1.2% | |
| Prescription drug | $766K | 1.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LSTDLTDOth | $14.3M | 77.2% | 1 | 1 | 2,007 |
EIN 020311919 | SL | $1.7M | 8.9% | 1 | 1 | 1,897 |
EIN 010278678 | Oth | $1.6M | 8.7% | 1 | 1 | 2,260 |
EIN 350781558 | HRx | $766K | 4.1% | 1 | 1 | 147 |
EIN 770528349 | Oth | $178K | 1.0% | 1 | 1 | 2,016 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VITA INSURANCE ASSOCIATES, INC. | MOUNTAIN VIEW, CA | STANDARD INSURANCE COMPANY | $541K | $0 | $541K | 76.3% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $168K | $0 | $168K | 23.7% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan