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Sponsor portfolio

BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION

EIN 23-1714249-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$157.0M assets
Welfare
1
$939K premiums
Participants
883
825 OLD LANCASTER ROAD, SUITE 320 - BRYN MAWR, PA 190103231610-527-3800bmmsa.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$140.0M - 601 part#003CashBalance-$17.0M - 61 part#501Mixed-$939K - 221 lives

Retirement portfolio analytics

2 plans aggregated / $157.0M assets / 662 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#002)89%
  • CASH BALANCE PLAN (#003)11%
Total $157.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)601
  • CASH BALANCE PLAN (#003)61
Total 662Click row to drill in

Benefits portfolio analytics

1 plan / $939K premiums / 221 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HM LIFE INSURANCE COMPANY100%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • EVEREST REINSURANCE COMPANY0%
  • VISION SERVICE PLAN0%
Total $939K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN

401k

Assets$140.0M
Participants601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION CASH BALANCE PLAN

CashBalance

Assets$17.0M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRYN MAWR MEDICAL SPECIALISTS FLEXIBLE BENEFITS PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$939K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN401k$140.0M6012024
003BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION CASH BALANCE PLANCashBalance$17.0M612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRYN MAWR MEDICAL SPECIALISTS FLEXIBLE BENEFITS PLANMixedHM LIFE INSURANCE COMPANY$939K2212024
Retirement plans
Welfare plans
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