PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Tri-County Family Medicine, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Tri-County Family Medicine, Inc.

EIN 16-0997545-medical practice-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Health & Benefits
1
$1K premiums
Participants
220
PO BOX 601, 10869 ROUTE 36 SOUTH - DANSVILLE, NY 144370601585-335-3100LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401(k)-$10.8M - 113 part#501Fully insured-$1K - 107 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1K
  • Other$1K
Total $1K2 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TRI-COUNTY FAMILY MEDICINE, INC. RETIREMENT PLAN

401(k)

Assets$10.8M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRI-COUNTY FAMILY MEDICINE PROGRAM, INC. LIFE AND AD&D BENEFIT PLAN

Fully insured - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$1K
Covered lives107
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRI-COUNTY FAMILY MEDICINE, INC. RETIREMENT PLAN401(k)$10.8M1132025
  • TRI-COUNTY FAMILY MEDICINE, INC. RETIREMENT PLAN$10.8M
    #001 · 401(k) · 2025113

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRI-COUNTY FAMILY MEDICINE PROGRAM, INC. LIFE AND AD&D BENEFIT PLANFully insuredMUTUAL OF OMAHA INSURANCE COMPANY$1K1072025
  • TRI-COUNTY FAMILY MEDICINE PROGRAM, INC. LIFE AND AD&D BENEFIT PLAN$1K
    #501 · Fully insured · MUTUAL OF OMAHA INSURANCE COMPANY · 2025107
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica