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Sponsor portfolio

VENTURA ORTHOPEDICS MEDICAL GROUP, INC.

EIN 95-2597753-medical practice-Latest filing 2025
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$2.4M premiums
Participants
595
1203 FLYNN ROAD, SUITE 160 - CAMARILLO, CA 93012805-804-4102LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$35.7M - 345 part#501Fully Insured-$2.4M - 252 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Dental$97K
  • Other$94K
  • Life$69K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CALIFORNIA PHYSICIANS SERVICE92%
  • HUMANA INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • POMS AND ASSOCIATES INS. BROKERS98%
  • MCCAREY INC1%
  • MAGNONE FINANCIAL SERVICES CORP0%
  • ASSUREDPARTNERS0%
  • ANDREA MARIE TIERCE0%
  • +2 more
Total $124K7 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

VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$35.7M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VENTURA ORTHOPEDICS MEDICAL GROUP, INC. HEALTH & WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$2.4M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN401k$35.7M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTURA ORTHOPEDICS MEDICAL GROUP, INC. HEALTH & WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$2.4M2522025
Retirement plans
Welfare plans
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