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Sponsor portfolioTH

MEMORIAL HEALTH SERVICES

EIN 95-1643381-medical practice-Latest filing 2025
Plans
3
Retirement
2
$1.91B assets
Welfare
1
$11.4M premiums
Participants
24,416
17360 BROOKHURST ST. - FOUNTAIN VALLEY, CA 92708714-377-3443LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001ProfitSharing-$1.48B - 6,154 part#003401k-$431.9M - 9,539 part#501Mixed-$11.4M - 8,563 lives

Retirement portfolio analytics

2 plans aggregated / $1.91B assets / 15,693 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • MEMORIALCARE RETIREMENT PLAN (#001)77%
  • MEMORIALCARE 401(K) (#003)23%
Total $1.91BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $1.91BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEMORIALCARE 401(K) (#003)9,539
  • MEMORIALCARE RETIREMENT PLAN (#001)6,154
Total 15,693Click row to drill in

Benefits portfolio analytics

1 plan / $11.4M premiums / 8,563 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Other$3.4M
  • Life$3.2M
  • Long-term disability$2.6M
  • Dental$387K
Total $11.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • UNITEDHEALTHCARE INSURANCE COMPANY43%
  • DELTA DENTAL OF CALIFORNIA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $11.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ACRISURE LLC84%
  • INSURANCE OFFICE OF AMERICA16%
Total $1.1M2 slices

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$1.48B
Participants6,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MEMORIALCARE 401(K) PLAN

401k

Assets$431.9M
Participants9,539
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$11.4M
Covered lives8,563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEMORIALCARE RETIREMENT PLANProfitSharing$1.48B6,1542025
003MEMORIALCARE 401(K) PLAN401k$431.9M9,5392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMORIAL HEALTH SERVICES HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE OF CALIFORNIA$11.4M8,5632025
Retirement plans
Welfare plans
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