PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UTAH VALLEY PEDIATRICS
Sponsor portfolio

UTAH VALLEY PEDIATRICS

EIN 87-0549057-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$68.0M assets
Welfare
1
$1.9M premiums
Participants
935
5152 N EDGEWOOD DR STE 250 - PROVO, UT 846045687801-373-8930uvpediatrics.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$60.9M - 313 part#003CashBalance-$7.1M - 244 part#501Mixed-$1.9M - 378 lives

Retirement portfolio analytics

2 plans aggregated / $68.0M assets / 557 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#002)90%
  • CASH BALANCE PENSION (#003)10%
Total $68.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)313
  • CASH BALANCE PENSION (#003)244
Total 557Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$40K
  • Vision$9K
  • Life$2K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • RELIANCEMATRIX0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • PCF INSURANCE SERVICES OF THE WEST96%
  • PETER C. FOY & ASSOCIATES4%
Total $103K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN

401k

Assets$60.9M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$7.1M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UV PEDS BENEFIT PLAN

Mixed - REGENCE BCBS OF UTAH

Premiums$1.9M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN401k$60.9M3132024
003UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLANCashBalance$7.1M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UV PEDS BENEFIT PLANMixedREGENCE BCBS OF UTAH$1.9M3782025
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