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Sponsor portfolio

MEDICAL GROUP OF BEVERLY HILLS, INC.

EIN 95-4077334-medical practice-Latest filing 2025
Plans
4
Retirement
3
$182.9M assets
Welfare
1
$8.3M premiums
Participants
924
6500 WILSHIRE BLVD, 19TH FLOOR - LOS ANGELES, CA 90048310-385-3200LinkedIn1-10 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$146.7M - 329 part#002TraditionalDB-$34.2M - 248 part#003CashBalance-$2.0M - 87 part#501Fully Insured-$8.3M - 261 lives

Retirement portfolio analytics

3 plans aggregated / $182.9M assets / 664 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • DEFINED BENEFIT PENSION (#002)19%
  • CASH BALANCE PENSION (#003)1%
Total $182.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)329
  • DEFINED BENEFIT PENSION (#002)248
  • CASH BALANCE PENSION (#003)87
Total 664Click row to drill in

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
Total $8.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • +1 more
Total $8.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MARSH & MCLENNAN AGENCY LLC57%
  • TCS INSURANCE AGENCY INC31%
  • HARRY LEVITT9%
  • M FINANCIAL HOLDINGS INC2%
  • AP BENEFIT ADVISORS, LLC1%
  • +3 more
Total $630K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$146.7M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MEDICAL GROUP OF BEVERLY HILLS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$34.2M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MEDICAL GROUP OF BEVERLY HILLS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.0M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL GROUP OF BEVERLY HILLS, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$8.3M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN401k$146.7M3292024
002MEDICAL GROUP OF BEVERLY HILLS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$34.2M2482024
003MEDICAL GROUP OF BEVERLY HILLS, INC. CASH BALANCE PENSION PLANCashBalance$2.0M872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL GROUP OF BEVERLY HILLS, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$8.3M2612025
Retirement plans
Welfare plans
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