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Sponsor portfolio

SOUTHWEST OHIO ENT SPECIALISTS, INC.

EIN 31-0644802-medical practice-Latest filing 2025
Plans
3
Retirement
2
$35.0M assets
Welfare
1
$585K premiums
Participants
447
1222 SOUTH PATTERSON BLVD, SUITE 400 - DAYTON, OH 454023048937-496-2620mydaytonent.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$29.8M - 181 part#003CashBalance-$5.1M - 128 part#501Mixed-$585K - 192 lives

Retirement portfolio analytics

2 plans aggregated / $35.0M assets / 309 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#002)85%
  • CASH BALANCE PENSION (#003)15%
Total $35.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • TRANSAMERICA RETIREMENT SOLUTIONS85%
  • (Not disclosed)15%
Total $35.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)181
  • CASH BALANCE PENSION (#003)128
Total 309Click row to drill in

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
Total $585K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • HCC LIFE INSURANCE COMPANY69%
  • PRINCIPAL20%
  • SUPERIOR DENTAL CARE7%
  • EYEMED VISION CARE1%
  • CURALINC HEALTHCARE1%
  • +1 more
Total $585K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$29.8M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST OHIO ENT SPECIALISTS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$5.1M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST OHIO ENT SPECIALISTS, INC. EMPLOYEE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$585K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST401k$29.8M1812024
003SOUTHWEST OHIO ENT SPECIALISTS, INC. CASH BALANCE PENSION PLANCashBalance$5.1M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST OHIO ENT SPECIALISTS, INC. EMPLOYEE BENEFIT PLANMixedTOKIO MARINE$585K1922025
Retirement plans
Welfare plans
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