Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#005)$240.6M
- BALANCE PLAN 3 (#014)$17.2M
Filings through .
Bay Medical Management, LLC
EIN 68-0423282hospital & health careLatest filing 2025
Plans
3
Retirement
2
$257.8M assets
Health & Benefits
1
$1.9M premiums
Participants
682
2125 OAK GROVE ROAD, SUITE 200 - WALNUT CREEK, CA 94598925-296-7150bicrad.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $257.8M assets / 503 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$240.6M
- (Not disclosed)$17.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 239 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Vision$169K
- Dental$163K
- Life$50K
- Long-term disability$42K
- Other$39K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$240.6M
Participants436
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#014
BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3
Cash balance
Assets$17.2M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
BAY MEDICAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN
Fully insured - CIGNA
Premiums$1.9M
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $240.6M | 436 | 2025 |
| #014 | BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 | Cash balance | $17.2M | 67 | 2025 |
- #005 · 401(k) · 2025436
- #014 · Cash balance · 202567
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | BAY MEDICAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN | Fully insured | CIGNA | $1.9M | 239 | 2025 |
- #509 · Fully insured · CIGNA · 2025239
Retirement plans
Health & Benefits plans