Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC.
EIN 95-2797847medical practiceLatest filing 2024
Plans
3
Retirement
2
$36.4M assets
Welfare
1
Participants
40
8670 WILSHIRE BOULEVARD, 2ND FLOOR - BEVERLY HILLS, CA 90211310-385-3282LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $36.4M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$22.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$13.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#004
UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $22.6M | 14 | 2024 | |
| 002 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $13.9M | 12 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 004 | UNIVERSITY CARDIOVASCULAR MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans