Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$174.3M
Filings through .
Medical Group of Beverly Hills, Inc.
EIN 95-4077334medical practiceLatest filing 2025
Plans
4
Retirement
3
$215.0M assets
Health & Benefits
1
$8.3M premiums
Participants
937
6500 WILSHIRE BLVD. STE 729 - LOS ANGELES, CA 90048310-385-3200LinkedIn1-10 employeesmedical practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $215.0M assets / 677 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.3M premiums / 261 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Vision$6.6M
- Prescription drug$6.6M
- Short-term disability$775K
- Long-term disability$775K
- Other$611K
- +2 more
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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
MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$174.3M
Participants344
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MEDICAL GROUP OF BEVERLY HILLS, INC. DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$35.5M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MEDICAL GROUP OF BEVERLY HILLS, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$5.3M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MEDICAL GROUP OF BEVERLY HILLS, INC. WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$8.3M
Covered lives261
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $174.3M | 344 | 2025 |
| #002 | MEDICAL GROUP OF BEVERLY HILLS, INC. DEFINED BENEFIT PENSION PLAN | Cash balance | $35.5M | 234 | 2025 |
| #003 | MEDICAL GROUP OF BEVERLY HILLS, INC. CASH BALANCE PENSION PLAN | Cash balance | $5.3M | 99 | 2025 |
- #001 · 401(k) · 2025344
- #002 · Cash balance · 2025234
- #003 · Cash balance · 202599
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MEDICAL GROUP OF BEVERLY HILLS, INC. WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $8.3M | 261 | 2025 |
- #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025261
Retirement plans
Health & Benefits plans