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Sponsor portfolioTH

SLOCUM-DICKSON MEDICAL GROUP, PLLC

EIN 20-0362623-medical practice-Latest filing 2025
Plans
2
Retirement
1
$87.1M assets
Welfare
1
$4.6M premiums
Participants
1,032
1729 BURRSTONE ROAD - NEW HARTFORD, NY 13413315-798-1500sdmg.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$87.1M - 616 part#520Mixed-$4.6M - 510 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Other$84K
  • Long-term disability$68K
  • Short-term disability$62K
  • Life$59K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • HARTFORD LIFE AND ACCIDENT1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • AFLAC0%
  • +1 more
Total $4.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • RONALD V. SANTINO1%
  • ALISHA K ROBINSON0%
  • JOSEPH P CALARCO0%
  • DAWN PELLERIN0%
  • +3 more
Total $137K8 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

SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN

401k

Assets$87.1M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

SLOCUM DICKSON MEDICAL GROUP BENEFIT BANK PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$4.6M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN401k$87.1M6162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520SLOCUM DICKSON MEDICAL GROUP BENEFIT BANK PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$4.6M5102025
Retirement plans
Welfare plans
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