Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
CashBalance
CashBalance
Mixed - AFLAC
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | 401k | $239.9M | 1,034 | 2024 | |
| 004 | ENT AND ALLERGY ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN II | 401k | $88.0M | 1,019 | 2024 | |
| 003 | ENT AND ALLERGY ASSOCIATES, LLP CASH BALANCE PENSION PLAN I | CashBalance | $37.0M | 213 | 2024 | |
| 005 | ENT AND ALLERGY ASSOCIATES, LLP CASH BALANCE PENSION PLAN II | CashBalance | $37.0M | 213 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENT AND ALLERGY ASSOCIATES, LLP EMPLOYEE BENEFITS PLAN | Mixed | AFLAC | $491K | 139 | 2025 |