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Sponsor portfolio

POTTSTOWN MEDICAL SPECIALISTS, INC

EIN 23-2067171-medical practice-Latest filing 2024
Plans
3
Retirement
1
$30.8M assets
Welfare
2
$1.2M premiums
Participants
415
351 W SCHUYLKILL ROAD COVENTRY SQUA - POTTSTOWN, PA 19465610-326-8007pmsiforlife.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$30.8M - 279 part#503Fully Insured-$1.2M - 165 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Vision$83K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA5%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WORLD INSURANCE ASSOCIATES LLC100%
  • MAZZMAR LLC0%
  • TRIBEN INSURANCE SOLUTIONS INC0%
  • DIGITAL INSURANCE LLC0%
Total $15K4 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

POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

401k

Assets$30.8M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

POTTSTOWN MEDICAL SPECIALISTS, INC WRAP BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.2M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

POTTSTOWN MEDICAL SPECIALISTS, INC. GROUP HEALTH INSURANCE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN401k$30.8M2792024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503POTTSTOWN MEDICAL SPECIALISTS, INC WRAP BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS$1.2M1652024
502POTTSTOWN MEDICAL SPECIALISTS, INC. GROUP HEALTH INSURANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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