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Sponsor portfolio

PORTLAND GASTROENTEROLOGY CENTER

EIN 01-0372062-Latest filing 2025
Plans
2
Retirement
1
$27.0M assets
Welfare
1
$2.0M premiums
Participants
385
161 MARGINAL WAY, 3RD FLOOR - PORTLAND, ME 04101207-773-7964
Plans on this EIN
2 filings
#001401k-$27.0M - 231 part#507Fully Insured-$2.0M - 219 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$139K
  • Short-term disability$139K
  • Long-term disability$139K
  • Other$139K
  • Dental$85K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • DELTA DENTAL OF CALIFORNIA4%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • VARNEY & COMPANY BENEFITS ADVISORS100%
  • COMBINED SERVICES LLC0%
Total $68K2 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

PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN

401k

Assets$27.0M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PORTLAND GASTROENTEROLOGY CENTER EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN401k$27.0M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PORTLAND GASTROENTEROLOGY CENTER EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M2192025
Retirement plans
Welfare plans
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