PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PALO VERDE HEMATOLOGY ONCOLOGY, LTD
Sponsor portfolio

PALO VERDE HEMATOLOGY ONCOLOGY, LTD

EIN 86-0416050-medical practice-Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$2.6M premiums
Participants
534
5601 W EUGIE AVE SUITE 106 - GLENDALE, AZ 853041256480-941-1211LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$19.6M - 239 part#501Fully Insured-$2.6M - 449 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Life$277K
  • Short-term disability$277K
  • Long-term disability$277K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • LOVITT AND TOUCHE, INC.2%
Total $169K2 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

PALO VERDE HEMATOLOGY ONCOLOGY 401K PROFIT SHARING PLAN & TRUST

401k

Assets$19.6M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALO VERDE HEMATOLOGY ONCOLOGY, LTD HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ARIZONA

Premiums$2.6M
Covered lives449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALO VERDE HEMATOLOGY ONCOLOGY 401K PROFIT SHARING PLAN & TRUST401k$19.6M2392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALO VERDE HEMATOLOGY ONCOLOGY, LTD HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ARIZONA$2.6M4492024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica