Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC
EIN 20-2775993Latest filing 2025
Plans
5
Retirement
3
$19.6M assets
Welfare
2
$458K premiums
Participants
2,246
102 MADISON AVENUE., 8TH FLOOR - NEW YORK, NY 10016646-790-7457
Retirement portfolio analytics
3 plans aggregated / $19.6M assets / 1,360 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $458K premiums / 886 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$458K
- Vision$458K
- Life$458K
- Short-term disability$458K
- Long-term disability$458K
- Other$458K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
98%top
- GCG FINANCIAL LLC98%
- BRIO BENEFIT CONSULTING INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SPEAR PHYSICAL THERAPY PLLC 401(K) PLAN
401k
Assets$15.3M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPEAR PHYSICAL AND OCCUPATIONAL THERAPY PLLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$458K
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY LLC GROUP MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPEAR PHYSICAL THERAPY PLLC 401(K) PLAN | 401k | $15.3M | 994 | 2024 | |
| 004 | S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC CASH BALANCE PLAN | CashBalance | $3.0M | 160 | 2024 | |
| 003 | S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC PROFIT SHARING PLAN | ProfitSharing | $1.2M | 206 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPEAR PHYSICAL AND OCCUPATIONAL THERAPY PLLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $458K | 886 | 2025 | |
| 502 | S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY LLC GROUP MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans