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Sponsor portfolio

COMMUNITY PHYSICIANS GROUP, INC.

EIN 85-2554629-medical practice-Latest filing 2025
Plans
3
Retirement
2
$39.7M assets
Welfare
1
$383K premiums
Participants
452
45 RIVER PARK PL W, SUITE 507 - FRESNO, CA 93720559-324-6894LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$28.3M - 197 part#002CashBalance-$11.4M - 76 part#501Mixed-$383K - 164 lives

Retirement portfolio analytics

2 plans aggregated / $39.7M assets / 273 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • CASH BALANCE PENSION (#002)29%
Total $39.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)197
  • CASH BALANCE PENSION (#002)76
Total 273Click row to drill in

Benefits portfolio analytics

1 plan / $383K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$383K
  • Short-term disability$383K
  • Other$383K
Total $383K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $383K1 slice

Broker market share

Schedule A broker compensation

Split broker
44%top
  • THERESA NETTO PHILLIPS44%
  • BARTHULI & ASSOCIATES INSURANCE33%
  • BARRY W MAAS21%
  • ROSE RODRIGUEZ CUEVAS1%
Total $92K4 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

COMMUNITY PHYSICIANS GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$28.3M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY PHYSICIANS GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$11.4M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE SHIELD PPO

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$383K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY PHYSICIANS GROUP, INC. 401(K) PROFIT SHARING PLAN401k$28.3M1972024
002COMMUNITY PHYSICIANS GROUP, INC. CASH BALANCE PENSION PLANCashBalance$11.4M762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE SHIELD PPOMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$383K1642025
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