Clinica Sierra Vista

Bakersfield, CA Health careNAICS 621399

Self-funded health planPlan year 2025Renews January
1,043Participants+5% vs. prior year
$2.5MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#42 of 68Health care in CABy participants

Overview

Clinica Sierra Vista sponsors a self-funded health plan that covered 1,043 participants in plan year 2025, up 5% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
1,043 · prior year 996
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Clinica Sierra Vista Health Benefits Plan With Life, AD&D and EAP, plan 504 (1,043 participants)
Stop-loss carrier
Sun Life Assurance Company of Canada
Broker compensation
$603K across insured contracts
MedicalLife insuranceDentalVisionLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Sun Life Assurance Company of CanadaStop-loss1,052$3.1M$494K
Unum Life Insurance Company of AmericaLife, Long-term disability1,338$681K$89K
Colonial Life & Accident Insurance CompanyAccident, Cancer, Critical Illness, Hosp139$77K$21K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$2.5M/ year

Estimated prescription spend: 1,043 participants × $2,371 national average per member. Usually higher once dependents are counted.

$64K–$159K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$19K–$47K
Lower-cost therapeutic alternatives$27K–$57K
Generic pricing vs. actual cost$12K–$36K
PBM contract terms$6K–$19K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Clinica Sierra Vista
Sponsor EIN
95-2707101
Plan number
504
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 95-2707101 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Clinica Sierra Vista Retirement Plan
Type
Defined contribution plan
Participants
2,074

About this data

Source: Clinica Sierra Vista's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Clinica Sierra Vista.

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