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Sponsor portfolio

SEAN MCCAFFERTY, MD, PC

EIN 26-0034083-Latest filing 2025
Plans
3
Retirement
2
$13.5M assets
Welfare
1
$366K premiums
Participants
226
2177 W ORANGE GROVE RD - TUCSON, AZ 857413118520-327-3487
Plans on this EIN
3 filings
#001401k-$6.9M - 88 part#002CashBalance-$6.6M - 37 part#501Fully Insured-$366K - 101 lives

Retirement portfolio analytics

2 plans aggregated / $13.5M assets / 125 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • DEFINED BENEFIT PLAN (#002)49%
Total $13.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)88
  • DEFINED BENEFIT PLAN (#002)37
Total 125Click row to drill in

Benefits portfolio analytics

1 plan / $366K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$276K
  • Long-term disability$69K
  • Dental$21K
Total $366K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • AETNA LIFE INSURANCE COMPANY75%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
  • HUMANA INSURANCE COMPANY6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $366K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • A FIRM FOUNDATION, INC.71%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
  • AMWINS10%
  • LEED & LEED INC4%
  • DALE PENNE2%
  • +1 more
Total $22K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SEAN MCCAFFERTY, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$6.9M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEAN MCCAFFERTY, M.D., P.C. DEFINED BENEFIT PLAN

CashBalance

Assets$6.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARIZONA EYE CONSULTANTS WELFARE BENEFIT PLAN

Fully Insured - BANNER HEALTH AND AETNA HEALTH

Premiums$366K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEAN MCCAFFERTY, M.D., P.C. 401(K) PROFIT SHARING PLAN401k$6.9M882024
002SEAN MCCAFFERTY, M.D., P.C. DEFINED BENEFIT PLANCashBalance$6.6M372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARIZONA EYE CONSULTANTS WELFARE BENEFIT PLANFully InsuredBANNER HEALTH AND AETNA HEALTH$366K1012025
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