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  2. SCRIPPS CLINIC MEDICAL GROUP, INC.
Sponsor portfolio

SCRIPPS CLINIC MEDICAL GROUP, INC.

EIN 95-2885574-medical practice-Latest filing 2024
Plans
3
Retirement
2
$974.8M assets
Welfare
1
$8.4M premiums
Participants
2,534
10666 NORTH TORREY PINES ROAD, MAILDROP-MS129 - LA JOLLA, CA 92037858-554-8500scrippsclinicmedicalgroup.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#003401k-$962.1M - 1,320 part#005CashBalance-$12.7M - 232 part#501Mixed-$8.4M - 970 lives

Retirement portfolio analytics

2 plans aggregated / $974.8M assets / 1,552 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INC. RETIREMENT Savings (#003)99%
  • CASH BALANCE PLAN (#005)1%
Total $974.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • CHARLES SCHWAB & CO., INC.99%
  • (Not disclosed)1%
Total $974.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#003)1,320
  • CASH BALANCE PLAN (#005)232
Total 1,552Click row to drill in

Benefits portfolio analytics

1 plan / $8.4M premiums / 970 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Prescription drug$5.9M
  • Life$2.6M
  • Long-term disability$2.6M
  • Other$2.6M
Total $8.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • SCRIPPS HEALTH PLAN SERVICES70%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY30%
Total $8.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $193K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN

401k

Assets$962.1M
Participants1,320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SCRIPPS CLINIC MEDICAL GROUP, INC. MARKET RETURN CASH BALANCE PLAN

CashBalance

Assets$12.7M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCRIPPS CLINIC MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - SCRIPPS HEALTH PLAN SERVICES

Premiums$8.4M
Covered lives970
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN401k$962.1M1,3202024
005SCRIPPS CLINIC MEDICAL GROUP, INC. MARKET RETURN CASH BALANCE PLANCashBalance$12.7M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCRIPPS CLINIC MEDICAL GROUP, INC. HEALTH AND WELFARE PLANMixedSCRIPPS HEALTH PLAN SERVICES$8.4M9702024
Retirement plans
Welfare plans
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