PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MEMORIAL HEALTH SERVICES
Sponsor portfolioTH

MEMORIAL HEALTH SERVICES

EIN 95-1643381-medical practice-Latest filing 2024
Plans
3
Retirement
2
$1.76B assets
Welfare
1
$12.2M premiums
Participants
24,899
17360 BROOKHURST ST. - FOUNTAIN VALLEY, CA 92708714-377-3443LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001ProfitSharing-$1.43B - 6,710 part#003401k-$328.6M - 9,236 part#501Mixed-$12.2M - 14,803 lives

Retirement portfolio analytics

2 plans aggregated / $1.76B assets / 15,946 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • MEMORIALCARE RETIREMENT PLAN (#001)81%
  • MEMORIALCARE 401(K) (#003)19%
Total $1.76BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $1.76BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEMORIALCARE 401(K) (#003)9,236
  • MEMORIALCARE RETIREMENT PLAN (#001)6,710
Total 15,946Click row to drill in

Benefits portfolio analytics

1 plan / $12.2M premiums / 14,803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Life$3.3M
  • Long-term disability$2.5M
  • Dental$421K
  • Other$186K
Total $12.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • UNITEDHEALTHCARE INSURANCE COMPANY47%
  • DELTA DENTAL OF CALIFORNIA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $12.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $1.1M1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEMORIALCARE RETIREMENT PLAN

ProfitSharing

Assets$1.43B
Participants6,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MEMORIALCARE 401(K) PLAN

401k

Assets$328.6M
Participants9,236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEMORIAL HEALTH SERVICES HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE OF CALIFORNIA

Premiums$12.2M
Covered lives14,803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEMORIALCARE RETIREMENT PLANProfitSharing$1.43B6,7102024
003MEMORIALCARE 401(K) PLAN401k$328.6M9,2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMORIAL HEALTH SERVICES HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE OF CALIFORNIA$12.2M14,8032024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica