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Sponsor portfolio

GOLDEN BEAR PHYSICAL THERAPY & SPORTS DBA THERAPY PARTNERS GROUP

EIN 77-0581305-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$906K premiums
Participants
2,428
301 BANNER COURT, SUITE 3 - MODESTO, CA 95356209-812-3037
Plans on this EIN
2 filings
#001401k-$30.5M - 1,413 part#501Mixed-$906K - 799 lives

Benefits portfolio analytics

1 plan / $906K premiums / 799 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$737K
  • Vision$737K
  • Other$169K
  • Life$64K
Total $906K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
Total $906K2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • LOCKTON COMPANIES, LLC50%
  • MARSH & MCLENNAN AGENCY LLC40%
  • JENNON M CARUTH10%
Total $99K3 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

GOLDEN BEAR PHYSICAL THERAPY SPORTS INJURY CENTER, INC. 401(K) PLAN

401k

Assets$30.5M
Participants1,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLDEN BEAR PHYSICAL THERAPY WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$906K
Covered lives799
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLDEN BEAR PHYSICAL THERAPY SPORTS INJURY CENTER, INC. 401(K) PLAN401k$30.5M1,4132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLDEN BEAR PHYSICAL THERAPY WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$906K7992025
Retirement plans
Welfare plans
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