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Sponsor portfolio

HOAG MEDICAL GROUP, INC.

EIN 90-0616722-medical practice-Latest filing 2025
Plans
2
Retirement
1
$46.8M assets
Welfare
1
$2.9M premiums
Participants
471
2975 REDHILL AVENUE, SUITE 175 - COSTA MESA, CA 92626949-791-3417hoagmedicalgroup.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$46.8M - 332 part#501Fully Insured-$2.9M - 151 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Short-term disability$262K
  • Long-term disability$233K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • GALLAGHER BENEFIT SERVICES, INC.78%
  • ALLIANT INSURANCE SERVICES, INC.20%
  • AON CONSULTING INC1%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $175K4 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

HOAG CLINIC MEDICAL GROUPS 401(K) PLAN

401k

Assets$46.8M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOAG MEDICAL GROUP PROVIDER BENEFIT PROGRAM

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.9M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HOAG CLINIC MEDICAL GROUPS 401(K) PLAN401k$46.8M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOAG MEDICAL GROUP PROVIDER BENEFIT PROGRAMFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.9M1512025
Retirement plans
Welfare plans
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