Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Vision$2.4M
- Prescription drug$2.4M
- Other$188K
- Life$104K
- +2 more
Sponsor portfolio
TOI MANAGEMENT, LLC
EIN 83-1856196Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$2.6M premiums
Participants
1,113
18000 STUDEBAKER RD, SUITE 800 - CERRITOS, CA 90703562-735-3226
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 523 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CALIFORNIA PHYSICIANS SERVICE91%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
90%top
- ALLIANT INSURANCE SERVICES, INC.90%
- JOE FERNANDEZ9%
- CUSTOM BENEFIT PROGRAMS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ONCOLOGY INSTITUTE RETIREMENT PLAN
401k
Assets$25.9M
Participants683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ONCOLOGY INSTITUTE OF HOPE & INNOVATION HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.6M
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ONCOLOGY INSTITUTE RETIREMENT PLAN | 401k | $25.9M | 683 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ONCOLOGY INSTITUTE OF HOPE & INNOVATION HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $2.6M | 523 | 2024 |
Retirement plans
Welfare plans