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  2. SHARP REES-STEALY MEDICAL GROUP, INC
Sponsor portfolio

SHARP REES-STEALY MEDICAL GROUP, INC

EIN 33-0106028-medical practice-Latest filing 2024
Plans
5
Retirement
3
$608.8M assets
Welfare
2
$12.5M premiums
Participants
2,601
5651 COPLEY DR, SUITE A - SAN DIEGO, CA 92111858-262-6666LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
5 filings
#001MoneyPurchase-$307.4M - 396 part#002401k-$246.0M - 917 part#005CashBalance-$55.4M - 300 part#502Fully Insured-$12.5M - 1,747 lives#506Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $608.8M assets / 1,613 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • MONEY PURCHASE PENSION (#001)50%
  • INC. RETIREMENT Savings (#002)40%
  • CASH BALANCE PENSION (#005)9%
Total $608.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
91%top
  • NWPS91%
  • MATRIX TRUST COMPANY9%
Total $608.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)917
  • MONEY PURCHASE PENSION (#001)396
  • CASH BALANCE PENSION (#005)300
Total 1,613Click row to drill in

Benefits portfolio analytics

2 plans / $12.5M premiums / 1,747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.7M
  • Health$10.7M
  • Prescription drug$10.7M
  • Long-term disability$950K
  • Dental$726K
  • Life$37K
Total $12.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SHARP HEALTH PLAN86%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • AETNA LIFE INSURANCE COMPANY6%
  • ZURICH AMERICAN INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $12.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $176K1 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

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$307.4M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN

401k

Assets$246.0M
Participants917
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$55.4M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHARP REES STEALY MEDICAL GROUP HEALTH AND WELFARE PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$12.5M
Covered lives1,747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SHARP REES STEALY MEDICAL GROUP FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$307.4M3962024
002SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN401k$246.0M9172024
005SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLANCashBalance$55.4M3002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHARP REES STEALY MEDICAL GROUP HEALTH AND WELFARE PLANFully InsuredSHARP HEALTH PLAN$12.5M1,7472024
506SHARP REES STEALY MEDICAL GROUP FLEXIBLE BENEFIT PLANSelf Funded-$002024
Retirement plans
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