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  2. BALBOA NEPHROLOGY MEDICAL GROUP, INC.
Sponsor portfolioTH

BALBOA NEPHROLOGY MEDICAL GROUP, INC.

EIN 95-2848091-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$88.7M assets
Welfare
1
$1.7M premiums
Participants
566
4225 EXECUTIVE SQUARE, SUITE 450 - LA JOLLA, CA 92037858-266-1095LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#004401k-$45.3M - 271 part#005CashBalance-$43.4M - 95 part#501Mixed-$1.7M - 219 lives

Retirement portfolio analytics

2 plans aggregated / $88.7M assets / 366 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • INC. PROFIT-SHARING PLAN (#004)51%
  • GROUP, INC. PENSION (#005)49%
Total $88.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. PROFIT-SHARING PLAN (#004)271
  • GROUP, INC. PENSION (#005)95
Total 366Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$170K
  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • STANDARD INSURANCE COMPANY6%
  • MEDIEXCEL HEALTH PLAN3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • ANTHEM LIFE INSURANCE COMPANY2%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • REUBEN WARNER ASSOCIATES, INC.4%
Total $29K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT-SHARING PLAN

401k

Assets$45.3M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BALBOA NEPHROLOGY MEDICAL GROUP, INC. PENSION PLAN

CashBalance

Assets$43.4M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALBOA NEPHROLOGY MEDICAL GROUP, INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT-SHARING PLAN401k$45.3M2712024
005BALBOA NEPHROLOGY MEDICAL GROUP, INC. PENSION PLANCashBalance$43.4M952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALBOA NEPHROLOGY MEDICAL GROUP, INC. EMPLOYEE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$1.7M2192024
Retirement plans
Welfare plans
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