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Sponsor portfolio

SUTTER NORTH MEDICAL GROUP

EIN 68-0288405-medical practice-Latest filing 2025
Plans
3
Retirement
2
$92.0M assets
Welfare
1
$3.1M premiums
Participants
293
969 PLUMAS STREET, SUITE 205 - YUBA CITY, CA 95991530-749-3434LinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$84.1M - 132 part#003CashBalance-$7.9M - 47 part#501Fully Insured-$3.1M - 123 lives

Retirement portfolio analytics

2 plans aggregated / $92.0M assets / 179 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • CASH BALANCE PLAN (#003)9%
Total $92.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)132
  • CASH BALANCE PLAN (#003)47
Total 179Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Short-term disability$326K
  • Long-term disability$326K
  • Other$235K
  • Life$232K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • HUMANA INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
  • SUTTER HEALTH PLAN0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • SYMPHONY RISK SOLUTIONS, LLC78%
  • ASSUREDPARTNERS12%
  • DAVID ERNSTAM FINANCIAL & INS SVCS11%
Total $169K3 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

SUTTER NORTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$84.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SUTTER NORTH MEDICAL GROUP, INC. MARKET RATE CASH BALANCE PLAN

CashBalance

Assets$7.9M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUTTER NORTH MEDICAL GROUP WRAP DOCUMENT

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUTTER NORTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN401k$84.1M1322024
003SUTTER NORTH MEDICAL GROUP, INC. MARKET RATE CASH BALANCE PLANCashBalance$7.9M472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUTTER NORTH MEDICAL GROUP WRAP DOCUMENTFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.1M1232025
Retirement plans
Welfare plans
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