Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $102.9M assets / 337 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 193 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - BLUE CROSS OF CALIFORNIA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT-SHARING PLAN | 401(k) | $55.7M | 241 | 2025 |
| #005 | BALBOA NEPHROLOGY MEDICAL GROUP, INC. PENSION PLAN | Cash balance | $47.1M | 96 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BALBOA NEPHROLOGY MEDICAL GROUP, INC. EMPLOYEE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.2M | 193 | 2025 |