Assets by plan
Share of aggregate retirement assets
- SWBMG 401(K) (#001)$184.4M
- CASH BALANCE PLAN (#002)$33.5M
Filings through .
The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group
EIN 91-1875960Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$217.9M assets
Health & Benefits
1
$8.9M premiums
Participants
819
2015 STEINER STREET - SAN FRANCISCO, CA 94115415-600-1423
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $217.9M assets / 519 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$184.4M
- (Not disclosed)$33.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.9M premiums / 296 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.4M
- Life$995K
- Other$995K
- Vision$37K
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#001
SWBMG 401(K) PLAN
401(k)
Assets$184.4M
Participants415
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SWBMG CASH BALANCE PLAN
Cash balance
Assets$33.5M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE AURRAY GROUP DBA SUTTER WEST BAY MEDICAL GROUP HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.9M
Covered lives296
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SWBMG 401(K) PLAN | 401(k) | $184.4M | 415 | 2025 |
| #002 | SWBMG CASH BALANCE PLAN | Cash balance | $33.5M | 104 | 2025 |
- SWBMG 401(K) PLAN$184.4M#001 · 401(k) · 2025415
- SWBMG CASH BALANCE PLAN$33.5M#002 · Cash balance · 2025104
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025296
Retirement plans
Health & Benefits plans