Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$244K
- Dental$68K
- Life$53K
- Long-term disability$43K
- Vision$13K
- Other$13K
Sponsor portfolioTH
THE ESTAUGH T/A MEDFORD LEAS
EIN 21-0633410medical practiceLatest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$549K premiums
Participants
585
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $549K premiums / 390 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA63%
- UNUM LIFE INSURANCE COMPANY OF AMERICA21%
- DELTA DENTAL OF CALIFORNIA10%
- ALPHA DENTAL PROGRAMS, INC.3%
- VISION SERVICE PLAN2%
- +1 more
Broker market share
Schedule A broker compensation
54%top
- MICHAEL J PERRI54%
- LISA A PERRI15%
- MELISSA ARMATIS13%
- LAUREN ASHLEY PERRI6%
- CORPORATE SYNERGIES GROUP LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MEDFORD LEAS 401(K) PLAN
401k
Assets$20.2M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MEDFORD LEAS GROUP HEALTH INSURANCE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$549K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEDFORD LEAS 401(K) PLAN | 401k | $20.2M | 415 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MEDFORD LEAS GROUP HEALTH INSURANCE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $549K | 390 | 2025 |
Retirement plans
Welfare plans