Assets by plan
Share of aggregate retirement assets
Filings through .
University Cardiovascular Medical Group, Inc.
EIN 95-2797847medical practiceLatest filing 2025
Plans
3
Retirement
2
$37.3M assets
Health & Benefits
1
Participants
40
8670 WILSHIRE BOULEVARD, 2ND FLOOR - BEVERLY HILLS, CA 90211310-385-3282LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.3M assets / 26 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$23.3M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$14.0M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#004
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $23.3M | 14 | 2025 |
| #002 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $14.0M | 12 | 2025 |
- #004 · 401(k) · 202514
- #002 · Traditional DB · 202512
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #004 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #004 · Self-funded · 20250
Retirement plans
Health & Benefits plans