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  2. SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP INC.
Sponsor portfolioTH

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP INC.

EIN 33-0376200-Latest filing 2025
Plans
2
Retirement
1
$40.5M assets
Welfare
1
$2.1M premiums
Participants
831
1801 ORANGE TREE LANE, SUITE 240 - REDLANDS, CA 92374909-557-1603
Plans on this EIN
2 filings
#001401k-$40.5M - 459 part#501Fully Insured-$2.1M - 750 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$203K
  • Vision$182K
  • Life$182K
  • Other$182K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • PCF INSURANCE SERVICES OF THE WEST74%
  • ALLIANT INSURANCE SERVICES, INC.15%
  • GIS BENEFITS INC11%
Total $121K3 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

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401(K) PROFIT SHARING PLAN

401k

Assets$40.5M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARROWHEAD ORTHOPAEDICS WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH OF CALIFORNIA INC.

Premiums$2.1M
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401(K) PROFIT SHARING PLAN401k$40.5M4592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARROWHEAD ORTHOPAEDICS WELFARE BENEFITS PLANFully InsuredAETNA HEALTH OF CALIFORNIA INC.$2.1M7502025
Retirement plans
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