Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$2.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $3.4M assets / 184 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.6M premiums / 191 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)
Traditional DB
Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VENTRE MEDICAL ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST | 401(k) | $2.8M | 178 | 2025 |
| #003 | VENTRE MEDICAL ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST | Traditional DB | $605K | 6 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | VENTRE MEDICAL ASSOCIATES, LLC DBA MY PSYCHIATRIST EMPLOYEE WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.6M | 191 | 2025 |