Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$30.4M
Filings through .
Southwest Ohio Ent Specialists, Inc.
EIN 31-0644802medical practiceLatest filing 2025
Plans
3
Retirement
2
$37.6M assets
Health & Benefits
1
$585K premiums
Participants
459
1222 SOUTH PATTERSON BLVD, SUITE 400 - DAYTON, OH 45402937-496-2620mydaytonent.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.6M assets / 321 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$7.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $585K premiums / 192 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$416K
- Stop-loss$402K
- Life$125K
- Short-term disability$118K
- Long-term disability$118K
- Dental$42K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST
401(k)
Assets$30.4M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHWEST OHIO ENT SPECIALISTS, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$7.2M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHWEST OHIO ENT SPECIALISTS, INC. EMPLOYEE BENEFIT PLAN
Mixed - TOKIO MARINE
Premiums$585K
Covered lives192
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST | 401(k) | $30.4M | 186 | 2025 |
| #003 | SOUTHWEST OHIO ENT SPECIALISTS, INC. CASH BALANCE PENSION PLAN | Cash balance | $7.2M | 135 | 2025 |
- #002 · 401(k) · 2025186
- #003 · Cash balance · 2025135
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTHWEST OHIO ENT SPECIALISTS, INC. EMPLOYEE BENEFIT PLAN | Mixed | TOKIO MARINE | $585K | 192 | 2025 |
- #501 · Mixed · TOKIO MARINE · 2025192
Retirement plans
Health & Benefits plans