Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION
EIN 33-0562468Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$356.3M assets
Welfare
1
$13.4M premiums
Participants
874
200 W CENTER ST. PROMENADE, STE 800 - ANAHEIM, CA 92805714-347-7618
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $356.3M assets / 511 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.4M premiums / 1,081 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.4M
- Prescription drug$10.4M
- Other$2.2M
- Life$2.0M
- Short-term disability$1.9M
- Long-term disability$1.9M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- BLUE CROSS OF CALIFORNIA78%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
- STARMOUNT LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
81%top
- DIGITAL INSURANCE LLC81%
- CENTRO BENEFITS RESEARCH LLC13%
- KAREN G. HAIGH6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$332.7M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ST. JUDE HERITAGE MEDICAL GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$23.6M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ST. JUDE HERITAGE MEDICAL GROUP WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$13.4M
Covered lives1,081
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $332.7M | 431 | 2024 | |
| 003 | ST. JUDE HERITAGE MEDICAL GROUP CASH BALANCE PENSION PLAN | CashBalance | $23.6M | 80 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ST. JUDE HERITAGE MEDICAL GROUP WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $13.4M | 1,081 | 2025 |
Retirement plans
Welfare plans