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  2. LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP
Sponsor portfolio

LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP

EIN 33-0672915-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$1.03B assets
Welfare
0
Participants
13,855
11175 CAMPUS STREET, SUITE 11120 - LOMA LINDA, CA 92350909-651-5582socaldocs.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001ProfitSharing-$699.9M - 8,532 part#003403b-$330.9M - 5,323 part

Retirement portfolio analytics

2 plans aggregated / $1.03B assets / 13,855 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYER RETIREMENT PLAN (#001)68%
  • GROUP TSA PLAN (#003)32%
Total $1.03BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $1.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYER RETIREMENT PLAN (#001)8,532
  • GROUP TSA PLAN (#003)5,323
Total 13,855Click row to drill in

Plan deep-dives

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

LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN

ProfitSharing

Assets$699.9M
Participants8,532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP TSA PLAN

403b

Assets$330.9M
Participants5,323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLANProfitSharing$699.9M8,5322024
003LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP TSA PLAN403b$330.9M5,3232024
Retirement plans
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