Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
2 plans aggregated / $23.9M assets / 324 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $1.2M premiums / 702 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - BLUE CROSS OF IDAHO
Fully insured - DELTA DENTAL OF IDAHO
Fully insured - BPA HEALTH
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - AMERITAS LIFE INSURANCE CORP.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ADA WEST DERMATOLOGY 401(K) PROFIT SHARING PLAN | 401(k) | $14.0M | 154 | 2025 |
| #003 | ADA WEST DERMATOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.9M | 170 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ADA WEST DERMATOLOGY, P.C. MEDICAL PLAN | Fully insured | BLUE CROSS OF IDAHO | $1.1M | 175 | 2024 |
| #502 | ADA WEST DERMATOLOGY, P.C. DENTAL PLAN | Fully insured | DELTA DENTAL OF IDAHO | $85K | 124 | 2024 |
| #506 | ADA WEST DERMATOLOGY, INC. EAP PLAN | Fully insured | BPA HEALTH | $6K | 119 | 2024 |
| #505 | ADA WEST DERMATOLOGY, INC. LIFE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | 135 | 2024 |
| #504 | ADA WEST DERMATOLOGY HEALTH AND WELFARE PLAN | Fully insured | AMERITAS LIFE INSURANCE CORP. | $0 | 149 | 2025 |