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Sponsor portfolio

JOHN MUIR MEDICAL GROUP

EIN 68-0360427-hospital & health care-Latest filing 2024
Plans
5
Retirement
4
$226.2M assets
Welfare
1
$8.8M premiums
Participants
696
1450 TREAT BLVD STE 350 - WALNUT CREEK, CA 945972143925-952-2800LinkedIn201-500 employeeshospital & health care
Plans on this EIN
5 filings
#002401k-$79.5M - 106 part#003401k-$73.5M - 111 part#004401k-$47.6M - 72 part#005401k-$25.7M - 76 part#501Fully Insured-$8.8M - 875 lives

Retirement portfolio analytics

4 plans aggregated / $226.2M assets / 365 participants

Assets by plan

Share of aggregate retirement assets

35%top
  • SHARING 401K PLAN (#002)35%
  • SHARING 401K PLAN (#003)32%
  • PROFIT SHARING 401(K) (#004)21%
  • PROFIT SHARING 401(K) (#005)11%
Total $226.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#003)111
  • SHARING 401K PLAN (#002)106
  • PROFIT SHARING 401(K) (#005)76
  • PROFIT SHARING 401(K) (#004)72
Total 365Click row to drill in

Benefits portfolio analytics

1 plan / $8.8M premiums / 875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Other$482K
  • Dental$471K
  • Long-term disability$401K
  • Short-term disability$363K
  • +2 more
Total $8.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED HEALTHCARE INSURANCE COMPANY80%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $8.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • GCG FINANCIAL LLC17%
  • SUMMIT GROUP OF VIRGINIA3%
Total $356K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN MUIR MEDICAL GROUP #001 PROFIT SHARING 401K PLAN

401k

Assets$79.5M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

JOHN MUIR MEDICAL GROUP #002 PROFIT SHARING 401K PLAN

401k

Assets$73.5M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

JOHN MUIR MEDICAL GROUP #003 PROFIT SHARING 401(K) PLAN

401k

Assets$47.6M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

JOHN MUIR MEDICAL GROUP #004 PROFIT SHARING 401(K) PLAN

401k

Assets$25.7M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

JOHN MUIR MEDICAL GROUP HEALTH & WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$8.8M
Covered lives875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002JOHN MUIR MEDICAL GROUP #001 PROFIT SHARING 401K PLAN401k$79.5M1062024
003JOHN MUIR MEDICAL GROUP #002 PROFIT SHARING 401K PLAN401k$73.5M1112024
004JOHN MUIR MEDICAL GROUP #003 PROFIT SHARING 401(K) PLAN401k$47.6M722024
005JOHN MUIR MEDICAL GROUP #004 PROFIT SHARING 401(K) PLAN401k$25.7M762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN MUIR MEDICAL GROUP HEALTH & WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$8.8M8752024
Retirement plans
Welfare plans
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