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  2. SURGICAL CARE AFFILIATES, LLC
Sponsor portfolio

SURGICAL CARE AFFILIATES, LLC

EIN 20-8922307-Latest filing 2025
Plans
3
Retirement
1
$712.8M assets
Welfare
2
$11.7M premiums
Participants
32,642
569 BROOKWOOD VILLAGE, SUITE 901 - BIRMINGHAM, AL 35209205-545-2572
Plans on this EIN
3 filings
#001401k-$712.8M - 19,109 part#501Mixed-$11.7M - 16,269 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $11.7M premiums / 16,269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.8M
  • Other$4.5M
  • Vision$4.4M
  • Health$4.1M
  • Life$2.5M
  • Long-term disability$2.1M
Total $11.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
28%top
  • BLUE CROSS OF CALIFORNIA28%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • HARTFORD LIFE AND ACCIDENT18%
  • AFLAC12%
  • VISION SERVICE PLAN9%
  • +2 more
Total $11.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • LOCKTON COMPANIES, LLC77%
  • JOSEPH C. MOODY15%
  • PLAN SOURCE BENEFIT ADMINISTRATION5%
  • WILLIS TOWERS WATSON US LLC3%
Total $763K4 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

SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN

401k

Assets$712.8M
Participants19,109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURGICAL CARE AFFILIATES, LLC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS OF IDAHO

Premiums$11.7M
Covered lives16,269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SCA RESPONSIBLE EMPLOYEE SAFETY & HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN401k$712.8M19,1092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURGICAL CARE AFFILIATES, LLC WELFARE BENEFIT PLANMixedBLUE CROSS OF IDAHO$11.7M16,2692025
504SCA RESPONSIBLE EMPLOYEE SAFETY & HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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