Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
THE AURRAY GROUP, INC
EIN 91-1875960Latest filing 2025
Plans
3
Retirement
2
$177.7M assets
Welfare
1
$8.9M premiums
Participants
727
2015 STEINER ST - SAN FRANCISCO, CA 94115415-238-1412
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $177.7M assets / 427 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
84%top
- CHARLES SCHWAB & CO., INC.84%
- (Not disclosed)16%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.9M premiums / 296 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.4M
- Life$995K
- Other$995K
- Vision$37K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
60%top
- PCF INSURANCE SERVICES OF THE WEST60%
- TCS INSURANCE AGENCY INC22%
- VITA INSURANCE ASSOCIATES, INC.16%
- NFP INSURANCE SERVICES INC1%
- M FINANCIAL HOLDINGS INC1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWBMG 401(K) PLAN
401k
Assets$149.2M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SWBMG CASH BALANCE PLAN
CashBalance
Assets$28.5M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE AURRAY GROUP DBA SUTTER WEST BAY MEDICAL GROUP HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.9M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWBMG 401(K) PLAN | 401k | $149.2M | 323 | 2024 | |
| 002 | SWBMG CASH BALANCE PLAN | CashBalance | $28.5M | 104 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE AURRAY GROUP DBA SUTTER WEST BAY MEDICAL GROUP HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $8.9M | 296 | 2025 |
Retirement plans
Welfare plans