PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Utah Valley Pediatrics, L.C.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Utah Valley Pediatrics, L.C.

EIN 87-0549057-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$78.3M assets
Health & Benefits
1
$1.9M premiums
Participants
951
1355 NORTH UNIVERSITY AVENUE, SUITE 210 - PROVO, UT 84604801-370-3904uvpediatrics.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401(k)-$69.7M - 313 part#003Cash balance-$8.7M - 260 part#501Mixed-$1.9M - 378 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $78.3M assets / 573 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$69.7M
  • CASH BALANCE PENSION (#003)$8.7M
Total $78.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)313
  • CASH BALANCE PENSION (#003)260
Total 573Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

401(k)

Assets$69.7M
Participants313
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN

Cash balance

Assets$8.7M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UV PEDS BENEFIT PLAN

Mixed - REGENCE BCBS OF UTAH

Premiums$1.9M
Covered lives378
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN401(k)$69.7M3132025
#003UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLANCash balance$8.7M2602025
  • UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN$69.7M
    #002 · 401(k) · 2025313
  • UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN$8.7M
    #003 · Cash balance · 2025260

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UV PEDS BENEFIT PLANMixedREGENCE BCBS OF UTAH$1.9M3782025
  • UV PEDS BENEFIT PLAN$1.9M
    #501 · Mixed · REGENCE BCBS OF UTAH · 2025378
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica