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Sponsor portfolio

UNITED MEDICAL DOCTORS

EIN 20-0358722-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$2.9M premiums
Participants
148
28078 BAXTER RD., STE 530 - MURRIETA, CA 92563951-566-5229
Plans on this EIN
3 filings
#503Fully Insured-$1.6M - 193 lives#502Fully Insured-$1.1M - 206 lives#501Fully Insured-$135K - 141 lives

Benefits portfolio analytics

3 plans / $2.9M premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$263K
  • Vision$263K
  • Life$263K
  • Short-term disability$263K
  • Long-term disability$263K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITEDHEALTHCARE INSURANCE COMPANY68%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • KAISER FOUNDATION HEALTH PLAN INC16%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • ANCO INS. SVC. OF BRYAN COLLEGE STA48%
  • HUB INTERNATIONAL MIDWEST LIMITED41%
  • CENTRO BENEFITS RESEARCH LLC11%
  • PAYCHEX INSURANCE AGENCY, INC.0%
Total $116K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#503

UNITED MEDICAL DOCTORS WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNITED MEDICAL DOCTORS MEDICAL PLAN

Fully Insured - BLUE OF CALIFORNIA

Premiums$1.1M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UNITED MEDICAL DOCTORS ANCILLARY PLAN

Fully Insured - GUARDIAN

Premiums$135K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503UNITED MEDICAL DOCTORS WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1932025
502UNITED MEDICAL DOCTORS MEDICAL PLANFully InsuredBLUE OF CALIFORNIA$1.1M2062024
501UNITED MEDICAL DOCTORS ANCILLARY PLANFully InsuredGUARDIAN$135K1412024
Retirement plans
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