Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CITY OF HOPE NATIONAL MEDICAL CENTER
EIN 95-1683875civic & social organizationLatest filing 2025
Plans
5
Retirement
3
$1.81B assets
Welfare
2
$78.4M premiums
Participants
40,861
1500 EAST DUARTE ROAD - DUARTE, CA 91010626-218-4000LinkedIn11-50 employeescivic & social organization
Retirement portfolio analytics
3 plans aggregated / $1.81B assets / 28,270 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- FIDELITY INVESTMENTS INSTITUTIONAL57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $78.4M premiums / 20,015 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$69.9M
- Prescription drug$46.6M
- Other$6.6M
- Life$3.6M
- Vision$1.8M
- Dental$1.3M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- KAISER FOUNDATION HEALTH PLAN INC56%
- BLUE CROSS OF CALIFORNIA30%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- AFLAC4%
- AETNA LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
75%top
- LOCKTON COMPANIES, LLC75%
- GALLAGHER BENEFIT SERVICES, INC.25%
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$1.03B
Participants13,664
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$531.5M
Participants13,535
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$250.5M
Participants1,071
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$74.5M
Covered lives19,614
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 | $1.03B | 13,664 | 2025 | |
| 006 | CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $531.5M | 13,535 | 2025 | |
| 002 | CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN | 403b | $250.5M | 1,071 | 2025 |
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. | $74.5M | 19,614 | 2025 | |
| 501 | CITY OF HOPE TRAINEE AND AFFILIATE BENEFIT PROGRAM | Fully Insured | AETNA HEALTH OF CALIFORNIA INC. | $3.9M | 401 | 2025 |
Retirement plans
Welfare plans