Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CITY OF HOPE
EIN 95-1683875civic & social organizationLatest filing 2025
Plans
5
Retirement
3
$1.53B assets
Welfare
2
$56.3M premiums
Participants
38,595
Retirement portfolio analytics
3 plans aggregated / $1.53B assets / 26,678 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- FIDELITY INVESTMENTS INSTITUTIONAL56%
- (Not disclosed)44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $56.3M premiums / 19,644 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Dental$1.3M
- Life$83K
- Short-term disability$83K
- Long-term disability$83K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
68%top
- AETNA LIFE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC29%
- STANDARD INSURANCE COMPANY2%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN
403b
Assets$864.9M
Participants12,766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
MoneyPurchase
Assets$450.4M
Participants12,839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN
403b
Assets$218.0M
Participants1,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
CITY OF HOPE NATIONAL MEDICAL CENTER GROUP BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$52.5M
Covered lives19,243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CITY OF HOPE TRAINEE AND AFFILIATE BENEFIT PROGRAM
Fully Insured - AETNA HEALTH OF CALIFORNIA INC.
Premiums$3.9M
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN | 403b | $864.9M | 12,766 | 2024 | |
| 006 | CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $450.4M | 12,839 | 2024 | |
| 002 | CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN | 403b | $218.0M | 1,073 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | CITY OF HOPE NATIONAL MEDICAL CENTER GROUP BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $52.5M | 19,243 | 2024 | |
| 501 | CITY OF HOPE TRAINEE AND AFFILIATE BENEFIT PROGRAM | Fully Insured | AETNA HEALTH OF CALIFORNIA INC. | $3.9M | 401 | 2025 |
Retirement plans
Welfare plans