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  2. SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER
Sponsor portfolio

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER

EIN 33-0061064-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$24K premiums
Participants
338
6699 ALVARADO ROAD, SUITE 2100 - SAN DIEGO, CA 92120619-229-3909
Plans on this EIN
3 filings
#001401k-$14.4M - 150 part#003CashBalance-$6.5M - 71 part#501Fully Insured-$24K - 117 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 221 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • CASH BALANCE PLAN (#003)31%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)150
  • CASH BALANCE PLAN (#003)71
Total 221Click row to drill in

Benefits portfolio analytics

1 plan / $24K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$24K
  • Long-term disability$24K
  • Other$24K
Total $24K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
  • UNITED HEALTHCARE INSURANCE COMPANY0%
Total $24K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $531 slice

Plan deep-dives

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

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$14.4M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN

CashBalance

Assets$6.5M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN DIEGO SPORTS MEDICINE & FAMILY HEALTH CENTER HEALTH & WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$24K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER 401(K) PROFIT SHARING PLAN401k$14.4M1502024
003SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLANCashBalance$6.5M712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN DIEGO SPORTS MEDICINE & FAMILY HEALTH CENTER HEALTH & WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$24K1172025
Retirement plans
Welfare plans
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