Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#002)$147.7M
- CASH BALANCE PLAN (#003)$16.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $164.5M assets / 659 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.6M premiums / 384 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - HM LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN | 401(k) | $147.7M | 598 | 2025 |
| #003 | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION CASH BALANCE PLAN | Cash balance | $16.8M | 61 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION FLEXIBLE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.6M | 384 | 2025 |