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Sponsor portfolioTH

THE DOCTORS MANAGEMENT COMPANY

EIN 95-2958888-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$313.3M assets
Welfare
1
$2.3M premiums
Participants
1,938
185 GREENWOOD ROAD - NAPA, CA 945580900707-226-0278LinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$313.3M - 1,122 part#501Mixed-$2.3M - 1,175 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 1,175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.0M
  • Health$972K
  • Other$952K
  • Prescription drug$937K
  • Life$794K
  • Short-term disability$794K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • VISION SERVICE PLAN9%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • EDGEWOOD PARTNERS INSURANCE CENTER96%
  • EDGEWOOD INS BROKERS & CONSULTANTS3%
  • FILICE INSURANCE AGENCY1%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
  • IMG0%
Total $264K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN

401k

Assets$313.3M
Participants1,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE DOCTORS MANAGEMENT COMPANY HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.3M
Covered lives1,175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN401k$313.3M1,1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE DOCTORS MANAGEMENT COMPANY HEALTH PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.3M1,1752024
Retirement plans
Welfare plans
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