Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
TERENCE P. SULLIVAN, M.D.
EIN 20-2039199Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
7
200 S. MICHIGAN AVE., SUITE 830 - CHICAGO, IL 60604312-922-2500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TERENCE P. SULLIVAN, M.D. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$4.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TERENCE P. SULLIVAN, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TERENCE P. SULLIVAN, M.D. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $4.4M | 3 | 2025 | |
| 001 | TERENCE P. SULLIVAN, M.D. 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 4 | 2025 |
Retirement plans