PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VENTRE MEDICAL ASSOCIATES, LLC
Sponsor portfolio

VENTRE MEDICAL ASSOCIATES, LLC

EIN 27-4602380-Latest filing 2025
Plans
3
Retirement
2
$2.7M assets
Welfare
1
$1.6M premiums
Participants
300
1400 E OAKLAND PARK BLVD, SUITE 209/210 - OAKLAND PARK, FL 33334954-561-6222
Plans on this EIN
3 filings
#001401k-$2.2M - 191 part#003TraditionalDB-$524K - 6 part#510Mixed-$1.6M - 191 lives

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 197 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN & TRUST (#001)81%
  • PLAN AND TRUST (#003)19%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)191
  • PLAN AND TRUST (#003)6
Total 197Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$72K
  • Short-term disability$53K
  • Long-term disability$53K
  • Life$11K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • AMERITAS LIFE INSURANCE CORP.2%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • NATIONAL AGENCY SOLUTIONS LLC0%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • JEFF D HACKMEIER & ASSOCIATES0%
Total $-27K3 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

VENTRE MEDICAL ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$2.2M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VENTRE MEDICAL ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$524K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VENTRE MEDICAL ASSOCIATES, LLC DBA MY PSYCHIATRIST EMPLOYEE WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.6M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VENTRE MEDICAL ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST401k$2.2M1912024
003VENTRE MEDICAL ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$524K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VENTRE MEDICAL ASSOCIATES, LLC DBA MY PSYCHIATRIST EMPLOYEE WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF FLORIDA$1.6M1912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica