Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA	Mixed	HCC LIFE INSURANCE COMPANY	$1.2M	147	2025
502	CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA	Mixed	UNUM LIFE INSURANCE COMPANY OF AMERICA	$578K	299	2025

Retirement plans

Welfare plans

Sponsor portfolio

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA - EMPLOYEE BENEFIT

EIN 22-3321233medical practiceLatest filing 2025

Plans

Retirement

$63.1M assets

Welfare

$1.8M premiums

Participants

706

210 W ATLANTIC AVE - HADDON HEIGHTS, NJ 080351715856-546-3003cadvhearthouse.comLinkedIn51-200 employeesmedical practice

Plans on this EIN

3 filings

#002401k-$63.1M - 260 part #501Mixed-$1.2M - 147 lives #502Mixed-$578K - 299 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$996K
Life$383K
Long-term disability$358K
Health$204K
Dental$195K
Vision$195K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

56%top

HCC LIFE INSURANCE COMPANY56%
UNUM LIFE INSURANCE COMPANY OF AMERICA22%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
ALLIED BENEFIT SYSTEMS, LLC7%
SHELTERPOINT LIFE INSURANCE COMPANY4%

Broker market share

Schedule A broker compensation

Split broker

51%top

DIGITAL INSURANCE LLC51%
MERITAIN HEALTH18%
KISTLER TIFFANY BENEFITS11%
CENTRO BENEFITS RESEARCH LLC11%
JAMES R NELLICAN & ASSOCIATES LLC5%
+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#002

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$63.1M

Participants260

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501