Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.
EIN 94-3084159medical practiceLatest filing 2025
Plans
3
Retirement
2
$56.1M assets
Welfare
1
$3.0M premiums
Participants
876
4150 CLEMENT STREET, BUILDING 151 NC - SAN FRANCISCO, CA 94121415-750-6954LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $56.1M assets / 721 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 241 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
67%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
- KAISER FOUNDATION HEALTH PLAN INC28%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- VISION SERVICE PLAN1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +1 more
Broker market share
Schedule A broker compensation
76%top
- ABD INS. AND FINANCIAL SVCS., INC.76%
- REUBEN WARNER ASSOCIATES, INC.23%
- SA GENERAL AGENCY INC0%
- THOMAS SNYDER0%
- USI INSURANCE SERVICES LLC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION 403(B) PLAN
403b
Assets$32.8M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION DEFINED
ProfitSharing
Assets$23.3M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NCIRE WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.0M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION 403(B) PLAN | 403b | $32.8M | 409 | 2024 | |
| 001 | NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION DEFINED | ProfitSharing | $23.3M | 312 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans