Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $16.2M assets / 154 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $366K premiums / 101 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
Fully insured - BANNER HEALTH AND AETNA HEALTH
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SEAN MCCAFFERTY, M.D., P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $8.6M | 112 | 2025 |
| #002 | SEAN MCCAFFERTY, M.D., P.C. DEFINED BENEFIT PLAN | Cash balance | $7.7M | 42 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ARIZONA EYE CONSULTANTS WELFARE BENEFIT PLAN | Fully insured | BANNER HEALTH AND AETNA HEALTH | $366K | 101 | 2025 |