Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Northern California Institute for Research and Education, Inc.
EIN 94-3084159medical practiceLatest filing 2025
Plans
3
Retirement
2
$62.5M assets
Health & Benefits
1
$3.0M premiums
Participants
862
4150 CLEMENT ST, 151NC - SAN FRANCISCO, CA 941211545415-750-6954LinkedIn201-500 employeesmedical practice
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 / $62.5M assets / 707 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 241 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$2.0M
- Other$112K
- Life$105K
- Short-term disability$86K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. 403(B) SAVINGS PLAN
403(b)
Assets$37.1M
Participants392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. DEFINED CONTRIBUTION PLAN
Profit-sharing
Assets$25.5M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NCIRE WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.0M
Covered lives241
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. 403(B) SAVINGS PLAN | 403(b) | $37.1M | 392 | 2025 |
| #001 | NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. DEFINED CONTRIBUTION PLAN | Profit-sharing | $25.5M | 315 | 2025 |
- #002 · 403(b) · 2025392
- #001 · Profit-sharing · 2025315
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NCIRE WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.0M | 241 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025241
Retirement plans
Health & Benefits plans