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Sponsor portfolio

ADA WEST DERMATOLOGY, INC.

EIN 20-3276415-medical practice-Latest filing 2024
Plans
6
Retirement
2
$17.8M assets
Welfare
4
$1.2M premiums
Participants
275
1618 S. MILLENNIUM WAY, SUITE 100 - MERIDIAN, ID 83642208-884-3376adawestdermatology.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
6 filings
#001401k-$11.2M - 124 part#003ESOP-$6.6M - 151 part#501Fully Insured-$1.1M - 175 lives#502Fully Insured-$85K - 124 lives#506Fully Insured-$6K - 119 lives#505Fully Insured-$6K - 135 lives

Retirement portfolio analytics

2 plans aggregated / $17.8M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • EMPLOYEE STOCK OWNERSHIP (#003)37%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)151
  • PROFIT SHARING PLAN (#001)124
Total 275Click row to drill in

Benefits portfolio analytics

4 plans / $1.2M premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Health$1.1M
  • Prescription drug$1.1M
  • Other$12K
  • Life$6K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA7%
  • BPA HEALTH0%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • KASHEILA BROWNE2%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ADA WEST DERMATOLOGY 401(K) PROFIT SHARING PLAN

401k

Assets$11.2M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ADA WEST DERMATOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.6M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADA WEST DERMATOLOGY, P.C. MEDICAL PLAN

Fully Insured - BLUE CROSS OF IDAHO

Premiums$1.1M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ADA WEST DERMATOLOGY, P.C. DENTAL PLAN

Fully Insured - DELTA DENTAL OF IDAHO

Premiums$85K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ADA WEST DERMATOLOGY, INC. EAP PLAN

Fully Insured - BPA HEALTH

Premiums$6K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ADA WEST DERMATOLOGY, INC. LIFE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$6K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADA WEST DERMATOLOGY 401(K) PROFIT SHARING PLAN401k$11.2M1242024
003ADA WEST DERMATOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.6M1512024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADA WEST DERMATOLOGY, P.C. MEDICAL PLANFully InsuredBLUE CROSS OF IDAHO$1.1M1752024
502ADA WEST DERMATOLOGY, P.C. DENTAL PLANFully InsuredDELTA DENTAL OF IDAHO$85K1242024
506ADA WEST DERMATOLOGY, INC. EAP PLANFully InsuredBPA HEALTH$6K1192024
505ADA WEST DERMATOLOGY, INC. LIFE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$6K1352024
Retirement plans
Welfare plans
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