Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$6.2M
- Life$555K
- Other$555K
- Short-term disability$476K
- Long-term disability$476K
Sponsor portfolio
PACKARD MEDICAL GROUP, INC.
EIN 35-2420096medical practiceLatest filing 2025
Plans
2
Retirement
1
$102.6M assets
Welfare
1
$6.7M premiums
Participants
414
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.7M premiums / 415 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CALIFORNIA PHYSICIANS SERVICE92%
- HARTFORD LIFE AND ACCIDENT7%
- COMBINED INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
94%top
- VITA INSURANCE ASSOCIATES, INC.94%
- LONG TERM CARE SOLUTIONS, INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$102.6M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PACKARD MEDICAL GROUP BENEFIT PLAN
Mixed - CALIFORNIA PHYSICIANS' SERVICE
Premiums$6.7M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $102.6M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PACKARD MEDICAL GROUP BENEFIT PLAN | Mixed | CALIFORNIA PHYSICIANS' SERVICE | $6.7M | 415 | 2025 |
Retirement plans
Welfare plans