Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	CITY OF HOPE MEDICAL GROUP, INC. WELFARE BENEFITS PLAN	Mixed	BLUE CROSS OF CALIFORNIA	$13.1M	1,483	2025
502	CITY OF HOPE MEDICAL GROUP, LTD	Fully Insured	UNUM LIFE INSURANCE COMPANY OF AMERICA	$2.6M	652	2025

Retirement plans

Welfare plans

Sponsor portfolio

CITY OF HOPE MEDICAL GROUP, INC.

EIN 27-2294296Latest filing 2025

Plans

Retirement

$387.2M assets

Welfare

$15.7M premiums

Participants

2,043

1500 EAST DUARTE ROAD - DUARTE, CA 91010626-775-3200

Plans on this EIN

3 filings

#001401k-$387.2M - 733 part #501Mixed-$13.1M - 1,483 lives #502Fully Insured-$2.6M - 652 lives

Benefits portfolio analytics

2 plans / $15.7M premiums / 2,135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$11.9M
Short-term disability$1.8M
Long-term disability$1.8M
Dental$996K
Life$831K
Other$93K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

65%top

BLUE CROSS OF CALIFORNIA65%
UNUM LIFE INSURANCE COMPANY OF AMERICA11%
KAISER FOUNDATION HEALTH PLAN INC11%
DELTA DENTAL OF CALIFORNIA6%
METROPOLITAN LIFE INSURANCE COMPANY6%
+1 more

Broker market share

Schedule A broker compensation

Split broker

57%top

ACRISURE LLC57%
NPB FINANCIAL GROUP LLC26%
INDEPENDENT FINANCIAL INSURANCE11%
HORNOR TOWNSEND & KENT INC4%
LBL INSURANCE SERVICES INC2%
+2 more

Plan deep-dives

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

Retirement#001

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

401k

Assets$387.2M

Participants733

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501