Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Life$493K
- Long-term disability$493K
- Other$493K
- Dental$100K
- +2 more
Sponsor portfolio
SANTA CRUZ MEDICAL GROUP, INC.
EIN 30-0831235medical practiceLatest filing 2024
Plans
2
Retirement
1
$53.9M assets
Welfare
1
$3.4M premiums
Participants
281
3400 DATA DRIVE, ATTN PHYS SVCS - RANCHO CORDOVA, CA 95670916-389-8003LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 265 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CALIFORNIA PHYSICIANS SERVICE81%
- HARTFORD LIFE AND ACCIDENT14%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- STANDARD INSURANCE COMPANY1%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN
401k
Assets$53.9M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SANTA CRUZ MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$3.4M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN | 401k | $53.9M | 179 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANTA CRUZ MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $3.4M | 265 | 2024 |
Retirement plans
Welfare plans