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Sponsor portfolio

BAY MEDICAL MANAGEMENT, LLC

EIN 68-0423282-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$225.8M assets
Welfare
1
$1.9M premiums
Participants
674
2125 OAK GROVE ROAD, SUITE 200 - WALNUT CREEK, CA 94598925-296-7150bicrad.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#005401k-$208.6M - 428 part#014CashBalance-$17.2M - 67 part#509Fully Insured-$1.9M - 239 lives

Retirement portfolio analytics

2 plans aggregated / $225.8M assets / 495 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#005)92%
  • BALANCE PLAN 3 (#014)8%
Total $225.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • CHARLES SCHWAB & CO., INC.92%
  • (Not disclosed)8%
Total $225.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#005)428
  • BALANCE PLAN 3 (#014)67
Total 495Click row to drill in

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
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • HAWAII MEDICAL SERVICE ASSOCIATION8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • THE STANDARD2%
  • VISION SERVICE PLAN1%
  • +3 more
Total $1.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $232K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$208.6M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

CashBalance

Assets$17.2M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

BAY MEDICAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA

Premiums$1.9M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$208.6M4282024
014BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3CashBalance$17.2M672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509BAY MEDICAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA$1.9M2392025
Retirement plans
Welfare plans
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