Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$268.8M
Filings through .
Top hat
Sansum Medical Group Santa Barbara
EIN 95-2855614medical practiceLatest filing 2025
Plans
3
Retirement
2
$277.6M assets
Health & Benefits
1
$4.9M premiums
Participants
668
470 SOUTH PATTERSON AVENUE - SANTA BARBARA, CA 93111805-681-7500LinkedIn201-500 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 / $277.6M assets / 400 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.9M premiums / 690 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Prescription drug$4.8M
- Dental$108K
- Vision$108K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
401(k)
Assets$268.8M
Participants331
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SANSUM MEDICAL GROUP SANTA BARBARA CASH BALANCE PENSION PLAN
Cash balance
Assets$8.8M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. WELFARE BENEFITS PLAN
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$4.9M
Covered lives690
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | 401(k) | $268.8M | 331 | 2025 |
| #002 | SANSUM MEDICAL GROUP SANTA BARBARA CASH BALANCE PENSION PLAN | Cash balance | $8.8M | 69 | 2025 |
- #001 · 401(k) · 2025331
- #002 · Cash balance · 202569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. WELFARE BENEFITS PLAN | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $4.9M | 690 | 2025 |
- #502 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025690
Retirement plans
Health & Benefits plans