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  2. DISTRICT MEDICAL GROUP, INC.
Sponsor portfolioTH

DISTRICT MEDICAL GROUP, INC.

EIN 20-8106540-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$300.3M assets
Welfare
1
$1.9M premiums
Participants
1,819
2929 E. THOMAS ROAD - PHOENIX, AZ 85016602-470-5000dmgaz.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$300.3M - 1,168 part#503Mixed-$1.9M - 1,166 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Dental$580K
  • Vision$137K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY61%
  • METROPOLITAN LIFE INSURANCE COMPANY30%
  • EYEMED VISION CARE7%
  • TRIA HEALTH, LLC1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • LOVITT AND TOUCHE, INC.52%
  • MARSH & MCLENNAN AGENCY LLC48%
Total $31K2 slices

Plan deep-dives

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

DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST

401k

Assets$300.3M
Participants1,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DISTRICT MEDICAL GROUP INC EMPLOYEE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST401k$300.3M1,1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DISTRICT MEDICAL GROUP INC EMPLOYEE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.9M1,1662024
Retirement plans
Welfare plans
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