Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$267K
- Life$247K
- Short-term disability$247K
- Long-term disability$247K
- +2 more
Sponsor portfolio
SOUTHERN OREGON CARDIOLOGY LLC
EIN 27-0993855medical practiceLatest filing 2024
Plans
2
Retirement
1
$29.8M assets
Welfare
1
$2.0M premiums
Participants
241
520 MEDICAL CENTER DR, STE 200 - MEDFORD, OR 975044314541-930-7222socardiology.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- PACIFICSOURCE HEALTH PLANS86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
- WILLAMETTE DENTAL INSURANCE, INC.1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- ENROLLEASE0%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN
401k
Assets$29.8M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN OREGON CARDIOLOGY LLC BENEFIT PLAN
Fully Insured - PACIFICSOURCE HEALTH PLANS
Premiums$2.0M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | 401k | $29.8M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN OREGON CARDIOLOGY LLC BENEFIT PLAN | Fully Insured | PACIFICSOURCE HEALTH PLANS | $2.0M | 130 | 2024 |
Retirement plans
Welfare plans