Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.7M
- Vision$1.7M
- Life$1.7M
- Other$1.7M
- Health$40K
- Prescription drug$40K
Sponsor portfolio
MONICA PERLMAN MD, INC.
EIN 20-2138632Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.4M premiums
Participants
783
3900 5TH AVENUE, SUITE 300 - SAN DIEGO, CA 92103858-227-0364
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
- MEDIEXCEL HEALTH PLAN0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MONICA PERLMAN, MD, INC. 401(K) PLAN
401k
Assets$7.2M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONICA PERLMAN MD, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONICA PERLMAN, MD, INC. 401(K) PLAN | 401k | $7.2M | 398 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONICA PERLMAN MD, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 410 | 2025 |
Retirement plans
Welfare plans