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  2. FACEY MEDICAL GROUP, A MEDICAL CORPORATION
Sponsor portfolio

FACEY MEDICAL GROUP, A MEDICAL CORPORATION

EIN 95-4346241-medical practice-Latest filing 2024
Plans
3
Retirement
2
$254.9M assets
Welfare
1
$7.6M premiums
Participants
763
15451 SAN FERNANDO MISSION BLVD.,, SUITE 300 - MISSION HILLS, CA 91345818-365-9531LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$253.8M - 327 part#003ProfitSharing-$1.1M - 210 part#501Fully Insured-$7.6M - 613 lives

Retirement portfolio analytics

2 plans aggregated / $254.9M assets / 537 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CORPORATION RETIREMENT Savings (#002)100%
  • PROFIT SHARING PLAN (#003)0%
Total $254.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
  • (Not disclosed)0%
Total $254.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT Savings (#002)327
  • PROFIT SHARING PLAN (#003)210
Total 537Click row to drill in

Benefits portfolio analytics

1 plan / $7.6M premiums / 613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.5M
  • Vision$6.3M
  • Health$6.2M
  • Prescription drug$6.2M
  • Long-term disability$898K
  • Life$245K
  • +1 more
Total $7.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • DELTA DENTAL OF CALIFORNIA2%
  • VISION SERVICE PLAN0%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $7.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • DIGITAL INSURANCE LLC69%
  • MARSH & MCLENNAN AGENCY LLC31%
Total $19K2 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

FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$253.8M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FACEY MEDICAL GROUP, A MEDICAL CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FACEY MEDICAL GROUP, A MEDICAL CORP., HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$7.6M
Covered lives613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN401k$253.8M3272024
003FACEY MEDICAL GROUP, A MEDICAL CORPORATION PROFIT SHARING PLANProfitSharing$1.1M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FACEY MEDICAL GROUP, A MEDICAL CORP., HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$7.6M6132024
Retirement plans
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