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Boulder Medical Center, P.C. Savings & Profit Sharing Plan
Boulder Medical Center, P.C. established its Savings & Profit Sharing Plan in 2000 as the tax-advantaged retirement vehicle for the independent physician...
Boulder Medical Center, P.C. Savings & Profit Sharing Plan
Boulder Medical Center, P.C. established its Savings & Profit Sharing Plan in 2000 as the tax-advantaged retirement vehicle for the independent physician group. The medical practice itself has operated in Boulder since 1949, comprising over 70 providers across 20-plus specialties. The plan is a defined-contribution pension scheme governed by ERISA fiduciary standards — it does not deploy capital into direct private investments, co-investments, or venture funds. Its structure is typical of mid-sized medical-group plans: a 401(k)-style vehicle with pooled recordkeeping and a trustee-directed investment lineup. Portfolio construction follows a participant-directed model. The plan's assets are allocated across a pre-selected menu of mutual funds spanning core asset classes — US large-cap equity, international developed markets, aggregate fixed income, and target-date funds managed by institutional recordkeepers. There is no evidence of direct real estate, private equity, or hedge fund sleeves. Allocations are driven by individual participant elections within the fiduciary guardrails set by the plan's investment committee, which draws on the practice's physician-partners and external consultants. The plan's estimated $56 million in assets (Altss estimate) places it among smaller institutional pools, serving a single employer's workforce in Boulder County. There are no known satellite offices, philanthropic foundations, or adjacent investment vehicles bearing the Boulder Medical Center name. Governance sits with the plan sponsor — the physician group itself — with routine administrative duties outsourced to a third-party recordkeeper and, likely, a registered investment advisor providing 3(21) or 3(38) fiduciary oversight. As a pension fund, it files Form 5500 annually with the Department of Labor, which is public record. Its structural differentiator is its embeddedness in a physician-owned, independent medical practice — an increasingly rare organizational form as hospital employment absorbs private groups. The plan's investment posture is defensive by design: participant protections, fee-leveling, and compliance with safe-harbor rules matter more than alpha-seeking. The entity is a retirement utility, not a strategic allocator, which distinguishes it fundamentally from the family offices, endowments, and sovereign funds that populate the broader Altss universe. This utility function imposes a hard ceiling on complexity and risk-taking.
General information
Firm type
Pension Fund
Year founded
2000
Location
Region
North America
Country
United States
City
Boulder
Corporate office
Boulder, CO, United States
Frequently asked questions
Who runs investment decisions for the plan?
The plan is governed by an investment committee drawn from the physician-partners of Boulder Medical Center, P.C., operating under ERISA fiduciary standards. Day-to-day fund-menu construction and monitoring are typically outsourced to a third-party registered investment advisor serving as a 3(21) or 3(38) fiduciary. The plan's named trustees and administrator are identified in its annual Form 5500 filing, which is public record.
Does the plan make direct private investments or co-investments?
No. The plan is a defined-contribution vehicle with a participant-directed investment menu. Assets are allocated to a curated selection of mutual funds and collective trusts, not to direct deals, venture capital, or private equity partnerships. Its ERISA structure and fiduciary posture prioritize liquidity, fee transparency, and participant-level control.
What investment menu does the plan offer?
The specific fund lineup is detailed in the plan's annual 404a-5 participant disclosures, but a typical structure for plans of this size includes a tier of US equity funds, international equity funds, core fixed-income options, and a suite of target-date retirement funds. Stable-value or money-market options for capital preservation are standard. All selections are subject to periodic benchmarking and fiduciary review.
How is the plan related to Boulder Medical Center itself?
The Savings & Profit Sharing Plan is sponsored directly by Boulder Medical Center, P.C., the physician-owned multi-specialty group practice based in Boulder, Colorado. The plan serves as the primary retirement benefit for the practice's providers and administrative staff. The practice has operated independently since 1949 and the retirement plan was formally established in 2000.
Is there any external capital or outside investor participation?
No. The plan covers employees of Boulder Medical Center, P.C. exclusively. It does not accept outside institutional capital, nor does it function as a multi-employer or pooled employer plan. Eligibility and participation are governed by the plan document adopted by the sponsoring medical group.
What is the known asset level of the plan?
No publicly disclosed AUM figure is available from the firm. Altss estimates the plan's assets in the $50 million to $100 million range based on comparable medical-group pension plans of similar vintage and employer size. Precise asset totals are reported on Form 5500 filings to the Department of Labor.
Are there any philanthropic or community investment structures linked to the plan?
No dedicated philanthropic investment vehicles or community-investment programs are associated with the Boulder Medical Center Savings & Profit Sharing Plan. The plan is singularly focused on retirement accumulation and qualifies as a tax-advantaged employee benefit under Internal Revenue Code section 401(k). Any charitable giving by the medical group's physician-owners is channeled through personal vehicles, not the pension plan.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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